Robert Clinton Willis
Investment adviser representative at Capital Client Group, Inc.
13 yearsExperience
1 stateRegistered in
$0Firm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
13 years in the industry.
- Baldman GamesJul 2025 to now
- Capital Client Group, Inc.Jun 2024 to now
- Capital Group / Capital Client Group, Inc.Jun 2024 to now
- Jfs Wealth Advisors, LLCJun 2023 to May 2024
- Bank of America / Merrill Lynch, Pierce, Fenner & Smith, Inc.May 2019 to May 2023
- Capital Group / American Funds Distributors, Inc.Jun 2013 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (IN).
Capital Client Group, Inc.
$0Assets managed
0Clients
606Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6209963
- Firm CRD
- 6247