Bill Callis Email & Phone Number

Managing Director, Partner and Financial Advisor, RJFS @ Advanced Planning Group/APG Wealth Management

5 free lookup(s).

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 @ Southwest Securities, Inc.
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2009 - 2012 Senior Vice President, Investments @ Wells Fargo
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2003 - 2009 Senior Vice President @ Bank of America
2000 - 2003 Senior Vice President @ Morgan Stanley

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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

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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 1 mobile phone numbers on RocketReach.

Bill Callis Phone Numbers

Found 6 phone numbers

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Others Named Bill Callis

Bill Callis

Managing Director, Partner and Financial Advisor, RJFS at Advanced Planning Group/APG Wealth Management

Texas, United States
5+
- +1 214-906-XXXX
- +1 727-360-XXXX
- +1 214-780-XXXX
- +1 214-704-XXXX
- +1 214-360-XXXX
- +1 972-644-XXXX
Fred Callis

CEO and President at Cybervore

Red Bank, NJ, US
1
- gmail.com
2
- +1 732-291-XXXX
- +1 732-829-XXXX
Robert Callis

Local Trial Manager at ICON Strategic Solutions

Chapel Hill, NC, US
2
- iconplc.com
- docsglobal.com
1
- +1 803-936-XXXX
William Callis

Occupational and Preventive Medicine Physician at US Army

DeRidder, LA, US
3
- msn.com
- army.mil
- goarmy.com
Billy Callis

Marketing Supervisor, Digital and Creative Services at Austin Resource Recovery

Austin, TX, US
2
- gmail.com
- sbcglobal.net
5
- +1 256-378-XXXX
- +1 503-230-XXXX
- +1 503-997-XXXX
- +1 513-861-XXXX
- +1 512-448-XXXX

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