Bill Callis
- Role
- Managing Director, Partner Financial Advisor, Rjfs at Apg Wealth Management
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Bill Callis
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Experience
Managing Director, Partner Financial Advisor, Rjfs
Jan 2013 — Present
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.
Education
Cornell University
Bachelor of Science
1986 — 1990
Skills
- Securities
- Mutual Funds
- Series 7
- Investments
- Asset Allocation
- Insurance
- Portfolio Management
- Asset Management
- Series 63
- Wealth Management
- Retirement Planning
- Alternative Investments
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