Connor James Willis
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Charles Schwab & Co., Inc.Aug 2025 to now
- Charles Schwab Bank, SsbAug 2025 to now
- Ameriprise Financial Services, LLCSep 2024 to Aug 2025
- Benchmark Physical TherapyJun 2023 to Aug 2024
- Parking Management CompanyJul 2022 to Jul 2023
- University of North CarolinaJan 2020 to Jun 2023
- Full Time EducationJun 2019 to May 2023
- Full Time EducationJun 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7978855
- Firm CRD
- 5393