Janet
Wills
Wills Financial Group
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About this Advisor
Janet Wills is a financial advisor based in Richmond, Virginia, working with Wills Financial Group. Janet has previously held a position at The Wills Financial Group. Janet has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania, Texas, and Virginia. Currently, Janet is part of Wills Financial Group, which operates out of Richmond, Virginia. The firm has 2 offices and 5 employees. The firm manages assets totaling $333.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Wills Financial Group includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wills Financial Group Brokerage Details
$333,295,200
5
717
$464,847
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Janet Wills Work History
The Wills Financial Group
Disclosures
Please visit the SEC profile of Janet Wills to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wills Financial Group
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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