WILLS FINANCIAL GROUP, INC.
Legal name: WILLS FINANCIAL GROUP
CRD #109554 SEC #801-56590 RICHMOND, VA 804-330-3100
SEC Registered
Total AUM
$304.4M
Discretionary
$304.4M
Employees
6
Clients
51
Accounts
683
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 5, 2023
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Choi, Grace, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Choi, Grace, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Choi, Grace, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Choi, Grace, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Choi, Grace, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Choi, Grace, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Choi, Grace, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Choi, Grace, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Choi, Grace, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Choi, Grace, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Choi, Grace, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Choi, Grace, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Choi, Grace, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Choi, Grace, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Choi, Grace, Rachel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| DANCE, DENISE, SMITH | I | SECRETARY-TREASURER | NA | Control |
| NOLAN, MARY BETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT | NA | Control |
| WILLS, RICHARD, BLACKWELL | I | VICE PRESIDENT | NA | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
| WILLS, JANET, HOWARD | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Dec 5, 2023 REGISTERED
Notice Filings (10)
CT FL LA NC NJ NY PA TN TX VA
Address
704 LIBBIE AVENUERICHMOND, VA 23226-2622
United States
Phone: 804-330-3100