Adam
Willis
Wedbush Securities Inc
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About this Advisor
Adam Willis is a financial advisor based in Lake Oswego, Oregon, working with Wedbush Securities Inc. Adam has previously held positions at Wedbush Securities Inc and Green Guard Services. Adam has passed the Series 66 regulatory exam and is registered to provide services in Oregon. Currently, Adam is part of Wedbush Securities Inc, which operates out of Lake Oswego, Oregon. The firm has 58 offices and 953 employees. The firm manages assets totaling $4.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Wedbush Securities Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wedbush Securities Inc Brokerage Details
$4,501,949,934
953
9,055
$497,178
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Adam Willis Work History
Wedbush Securities Inc
Green Guard Services
Disclosures
Please visit the SEC profile of Adam Willis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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