Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
Areas of Practice
Advisor Information
Office location
1777 Botelho Dr., Suite 105, Walnut Creek, CA, 94596
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Willard is involved in several business activities, including being an investor in a sales training video game manufacturer and a retail store/private club, with no duties. He also works as a financial advisor for Castle Rock Insurance Services (about a quarter of his time) and Castle Rock Wealth Management (full-time), and has partnerships/ownership in various real estate and farming ventures, requiring minimal time.