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Robert Thomas Willis

Willis Investment Counsel Inc

Gainesville, GA

CRD 2239387

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Employer firm

Willis Investment Counsel Inc CRD 111042

$4.23B regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Willis Investment Counsel Inc

710 Green Street, Gainesville, GA 30501 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-04-10
GA RA APPROVED 2003-11-25
  • TX RA
    APPROVED
    Since 2017-04-10
  • GA RA
    APPROVED
    Since 2003-11-25

Branch Locations

710 Green Street, Gainesville, GA 30501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Willis Investment Counsel Gainesville GA 04/1979 Present
  • 04/1979 → Present
    Willis Investment Counsel
    Gainesville, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-04-27
  • S65 Uniform Investment Adviser Law Examination
    1992-04-27
Designations
  • Chartered Financial Analyst
Other Names
  • Robert Willis

View on SEC IAPD

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