Bill John Callis

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → Present
  Raymond James Financial Services,Inc
  Dallas, TX
• 07/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Dallas, TX
• 07/2016 → Present
  Advanced Planning Group/Apg Wealth Management
  Dallas, TX

Previous Registrations

• 2013-11-15 → 2016-07-18
  Raymond James & Associates, Inc.
  Dallas, TX
• 2012-03-30 → 2013-12-13
  Hilltop Securities Inc.
  Plano, TX
• 2009-03-30 → 2012-04-03
  Wells Fargo Clearing Services, Llc
  Addison, TX
  Fort Worth, TX
  Addison, TX
  Dallas, TX
• 2003-10-10 → 2009-02-13
  Banc Of America Investment Services, Inc.
  Dallas, TX
  Dallas, TX
  Addison, TX
• 2000-06-22 → 2003-10-16
  Morgan Stanley Dw Inc.
  Dallas, TX

Other Businesses

(1)Name of Business: Advanced Planning Group/APG Wealth Management Address: 3838 Oak Lawn Ave Ste 920, Dallas, TX, 75219, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/11/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (2)Name of Business: APG Wealth Management dba Advanced Planning Group Address: 3838 Oak Lawn Ave Ste 920, Dallas, TX, 75219, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/17/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sales of non-variable life insurance to clients for the purposes of estate, business, and succession planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-29
• S63 Uniform Securities Agent State Law Examination
  1990-11-27