Tremaine J. Wills

MIND OVER MONEY

Newport News, VA 23607

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CRD#: 6157587

Professional summary

Tremaine Jamile Wills, who also goes by Tremaine J Willis, Tremaine J Wills, is a registered financial advisor currently at MIND OVER MONEY, LLC located in Newport News, Virginia.

Tremaine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Tremaine has worked at 3 firms and has passed the Series 65, Series 63, Series 66, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tremaine J Willis | Tremaine J Wills

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.

Tremaine Wills is President/CEO of Mind Over Money Education. 2506 Jefferson Ave Suite 214 Newport News, Virginia 23607 This activity is non-investment related, and accounts for roughly 10 hours per month, during security trading hours. Tremaine Wills is engaged in Insurance Sales for Infinite Wealth Company. 11815 Fountain Way Ste 300 Newport News, VA 23606 This activity is non-investment related, accounts for roughly 10 hours per month, all during non-trading hours. Mind Over Money Financial 2506 Jefferson Ave Suite 214 Newport News, Virginia 23607 This activity is non-investment related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tremaine Jamile Wills's 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

March 4, 2020 - Present

MIND OVER MONEY, LLC

Office #1: 2506 Jefferson Ave Ste 215, Newport News, VA 23607

RIA

CRD#: 307097

Newport News, VA

Past

May 15, 2019 - September 24, 2019

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

CHESAPEAKE, VA

Past

March 19, 2019 - September 24, 2019

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

CHESAPEAKE, VA

Past

May 10, 2013 - June 17, 2014

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

MCMURRAY, PA

Past

March 18, 2013 - June 17, 2014

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

MCMURRAY, PA

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

Texas
(8/31/2022)

IAR

Virginia
(3/4/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/1/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/3/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/9/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 3/19/2019

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 3/8/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/15/2013

General Securities Representative Examination

Current Firm

MIND OVER MONEY, LLC

CRD#: 307097 / SEC#:

Texas

Registered Investment Advisory firm - (8/31/2022 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (3/4/2020 Approved)

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Contact information

Main Address

2506 Jefferson Ave Ste 215, Newport News, VA 23607

Mailing Address

Phone number

(757) 300-5715

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	58
AUM (Assets Under Management)	$ 491,011

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.

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Advisor Monitoring

Firm Stability Insights

Tremaine J. Wills

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tremaine Jamile Wills's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/1/2019

Series 63

Date: 4/3/2019

Series 66

Date: 5/9/2013

Series 6TO

Date: 3/19/2019

SIE

Date: 3/8/2019

Series 7

Date: 3/15/2013

Current Firm

MIND OVER MONEY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MIND OVER MONEY, LLC

TRUST BUT VERIFY

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