Virgil Victor Willard

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

• 03/2015 → Present
  Financial-360, Llc
  Rockville, MD
• 03/2018 → Present
  Raymond James Financial Services Advisors Inc.
  Charleston, SC
• 02/2015 → Present
  Raymond James Financial Services, Inc.
  Charleston, SC
• 03/2015 → Present
  Financial 360, Inc
  Charleston, SC

Other Businesses

(1)Name of Business: Address: 677 King St Fl 3, Charleston, SC, 29403, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Review and present insurance needs analysis. Recommend and place insurance where appropriate for the client. (2)Name of Business: Financial 360, Inc Address: 677 King Street, 3rd Floor, Charleston, SC, 29403, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/09/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor & Manager

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-03-28

Designations

• Certified Financial Planner

Other Names

• Virgil Victor Willard