Bill Callis Email & Phone Number
Managing Director, Partner and Financial Advisor, RJFS
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Bill Callis Location
- Texas, United States
Bill Callis Work
- 2013 -now Managing Director, Partner and Financial Advisor, RJFS @ Advanced Planning Group/APG Wealth Management
- 2012 -2013 Senior Vice President, Private Client Group @
- 2009 -2012 Senior Vice President, Investments @
- 2003 -2009 Senior Vice President @
- 2000 -2003 Senior Vice President @
Bill Callis Education
- Cornell University 1986-1990
- Midwest City High School 1983-1986
Bill Callis Skills
- Investments
- Insurance
- Series 7
- Mutual Funds
- Asset Management
- Alternative Investments
- Asset Allocation
- Securities
- Retirement Planning
- Wealth Management
- Portfolio Management
- Series 63
- Marketing
- Leadership
- Sales
- Project Planning
- Planning
- Financial Analysis
Bill Callis Summary
- Bill Callis, based in Texas, United States, is currently a Managing Director, Partner and Financial Advisor, RJFS at Advanced Planning Group/APG Wealth Management. Bill Callis brings experience from previous roles at Southwest Securities, Inc., Wells Fargo Advisors, LLC, Banc of America Investments and Morgan Stanley. Bill Callis holds a 1986 - 1990 Cornell University. With a robust skill set that includes Investments, Insurance, Series 7, Mutual Funds, Asset Management and more. Bill Callis has 2 mobile phone numbers on RocketReach.
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