Christopher Lee Willis

Current Employers

Employment History

• 08/1981 → 10/2024
  Self Employed
  Monrovia, CA
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) NAME OF OTHER BUSINESS: SEA TO SUMMIT WEALTH MANAGEMENT ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES AND WEALTH MANAGEMENT ; START DATE: 06/2019 ; POSITION/TITLE/RELATIONSHIP: OWNER / CFP ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR FINANCIAL SERVICES ; 2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH, DISABILITY AND LTC; 3) NAME OF OTHER BUSINESS: CHRISTOPHER WILLIS, INVESTMENT RELATED: YES, ADDRESS: MONROVIA, CA 91016, NATURE OF BUSINESS: RESIDENTIAL INCOME PROPERTY, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER MONTH: 1; 4) NAME OF OTHER BUSINESS: MYRTLE TREE APARTMENTS LLC, INVESTMENT RELATED: YES, ADDRESS: MONROVIA, CA 91016, NATURE OF BUSINESS: RENTAL INCOME PROPERTIES, POSITION/TITLE/RELATIONSHIP: LLC CO-MANAGER, APX NUMBER OF HOURS PER MONTH: 8; 5) NAME OF OTHER BUSINESS: CHERRY & PRIMROSE PROPERTIES, INVESTMENT RELATED: YES, NATURE OF BUSINESS: RENTAL INCOME PROPERTIES, POSITION/TITLE/RELATIONSHIP: OWNER, PROPERTY MANAGER, APX NUMBER OF HOURS PER MONTH: 4; 6) NAME OF OTHER BUSINESS: FINANCIAL NETWORK, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, POSITION/TITLE/RELATIONSHIP: AFFILIATED PERSON, START DATE: 01/02/2013, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7) NAME OF OTHER BUSINESS: SNOWCREEK III HOMEOWNERS ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: MAMMOTH LAKE, CA 93546; NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION; START DATE: 09/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: FEEDBACK ON HOA OVERSIGHT;

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-08-26

Designations

Other Names

• Chris Lee