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EM

Evan D. Moog

WILLS FINANCIAL GROUP
RICHMOND, VA 23226
Some features on this profile are disabled
CRD#: 5901206
EM

Professional summary

Evan Dysart Moog, who also goes by Evan D. Moog, Evan Moog, is a registered financial advisor currently at WILLS FINANCIAL GROUP, LLC located in Richmond, Virginia.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Evan has worked at 5 firms and has passed the Series 66, Series 7TO, Series 52TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Evan D. Moog | Evan Moog

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Dysart Moog's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

January 5, 2026 - Present

WILLS FINANCIAL GROUP, LLC

Office #1: 704 Libbie Avenue, Richmond, VA 23226
RIA
CRD#: 334431
RICHMOND, VA
Past

February 23, 2021 - June 29, 2021

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
RICHMOND, VA
Past

October 27, 2020 - July 29, 2025

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
RICHMOND, VA
Past

May 21, 2019 - February 24, 2021

BB&T SECURITIES, LLC

RIA
CRD#: 142785
RICHMOND, VA
Past

May 21, 2019 - February 24, 2021

BB&T SECURITIES, LLC

BD
CRD#: 142785
RICHMOND, VA
Past

December 4, 2015 - May 28, 2019

DAVENPORT & COMPANY LLC

RIA
CRD#: 1588
RICHMOND, VA
Past

October 16, 2014 - May 28, 2019

DAVENPORT & COMPANY LLC

BD
CRD#: 1588
RICHMOND, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WF
WILLS FINANCIAL GROUP, LLC
WILLS FINANCIAL GROUP, LLC

CRD#: 334431 / SEC#: 801-131900

RIA
Registered Investment Advisory firm - (2/3/2025 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Virginia
(1/5/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/22/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/20/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 3/20/2024
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/16/2014
General Securities Representative Examination

Current Firm

WF
WILLS FINANCIAL GROUP, LLC
WILLS FINANCIAL GROUP, LLC

CRD#: 334431 / SEC#: 801-131900

RIA
Registered Investment Advisory firm - (2/3/2025 Approved)
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Contact information

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

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (2/13/2025)

Regulatory assets under management

Total Number of Accounts743
AUM (Assets Under Management)$ 362,053,267

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, LLC

CRD#: 334431Richmond, VA 23226

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