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BF

Betty M. Fahed

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CRD#: 5107961
BF

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.

Betty Mcneill Fahed was a registered financial professional .

Betty is a previously registered financial professional and started their career in finance in 2006. Betty had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
#1. Richmond Kiwanis Club Foundation. Not for profit that supports Kiwanis Club of Richmond's youth projects. P.O. Box 17825, Richmond, VA 23226. I am a member of the Investment Committee. Started 10/1/2013. I spend 1 hour per month involved with the business and zero hours/mth during trading hours. I have oversight of investment advisor who has discretionary authority over the investment account. #2. Historic Richmond Foundation. Not for profit that supports preservation. 4 East Main St. Richmond, VA 23219. Director and member of Finance Committee. Started January 2013. Spend 4 hours/mth with the business and 1 hour/month during trading hours. Oversight and management of organization. Committee duties involve oversight of finances and investments with local financial advisor who has discretionary authority over the investment account.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 28, 2006 - March 9, 2022

WILLS FINANCIAL GROUP

RIA
CRD#: 109554
RICHMOND, VA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/24/2006
Uniform Investment Adviser Law Examination

Current Firm


WF
WILLS FINANCIAL GROUP
THE WILLS FINANCIAL GROUP. | WILLS FINANCIAL GROUP, INC. | WILLS FINANCIAL GROUP

CRD#: 109554 / SEC#: 801-56590

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Contact information


Main Address
704 Libbie Avenue, Richmond, VA 23226-2622
Mailing Address
Phone number
(804) 330-3100
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/22/2024)

Regulatory assets under management


Total Number of Accounts717
AUM (Assets Under Management)$ 333,295,200

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WILLS FINANCIAL GROUP

CRD#: 109554

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