Richard B. Wills
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Richard Blackwell Wills, who also goes by Dick Wills, was a registered financial professional .
Richard is a previously registered financial professional and started their career in finance in 2006. Richard had worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 7, 2006 - March 5, 2025
WILLS FINANCIAL GROUP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
WILLS FINANCIAL GROUP
CRD#: 109554 / SEC#: 801-56590
Contact information
Regulatory assets under management
| Total Number of Accounts | 717 |
| AUM (Assets Under Management) | $ 333,295,200 |
Red Flags
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