Bill Callis

Bill Callis Email and Phone Number

Managing Director, The Advanced Planning Group / Financial Advisor, RJFS @ APG Wealth Management
Bill Callis's Location
Dallas-Fort Worth Metroplex, United States, United States
Bill Callis's Contact Details
About Bill Callis

For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

Bill Callis's Current Company Details
APG Wealth Management

Apg Wealth Management

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Managing Director, The Advanced Planning Group / Financial Advisor, RJFS
Bill Callis Work Experience Details
  • Apg Wealth Management
    Managing Director, Partner / Financial Advisor, Rjfs
    Apg Wealth Management Nov 2013 - Present
    Dallas, Texas, Us
    Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. APG Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
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  • The Advanced Planning Group
    Managing Director, Partner / Financial Advisor, Rjfs
    The Advanced Planning Group Nov 2013 - Present
    Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.The Advanced Planning Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
  • Southwest Securities, Inc.
    Senior Vice President, Private Client Group
    Southwest Securities, Inc. 2012 - 2013
    Dallas, Tx, Us
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  • Wells Fargo Advisors, Llc
    Senior Vice President, Investments
    Wells Fargo Advisors, Llc 2009 - 2012
    San Francisco, California, Us
    View
  • Banc Of America Investments
    Senior Vice President
    Banc Of America Investments 2003 - 2009
    Charlotte, Nc, Us
    View
  • Morgan Stanley
    Senior Vice President
    Morgan Stanley 2000 - 2003
    New York, Ny, Us
    View

Bill Callis Skills

Investments Insurance Series 7 Mutual Funds Asset Management Alternative Investments Asset Allocation Securities Retirement Planning Wealth Management Portfolio Management Series 63

Bill Callis Education Details

  • Cornell University
    Cornell University
    Bachelor Of Science
  • Midwest City High School
    Midwest City High School

Frequently Asked Questions about Bill Callis

What company does Bill Callis work for?

Bill Callis works for Apg Wealth Management

What is Bill Callis's role at the current company?

Bill Callis's current role is Managing Director, The Advanced Planning Group / Financial Advisor, RJFS.

What is Bill Callis's email address?

Bill Callis's email address is pa****@****mes.com

What is Bill Callis's direct phone number?

Bill Callis's direct phone number is +172736*****

What schools did Bill Callis attend?

Bill Callis attended Cornell University, Midwest City High School.

What are some of Bill Callis's interests?

Bill Callis has interest in Texas, Dallas.

What skills is Bill Callis known for?

Bill Callis has skills like Investments, Insurance, Series 7, Mutual Funds, Asset Management, Alternative Investments, Asset Allocation, Securities, Retirement Planning, Wealth Management, Portfolio Management, Series 63.

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