Adam Mehrer, financial advisor Richmond VA
89 score

Adam Mehrer

CRD Number: 6310159
Current Firm: Wills Financial Group

Adam Mehrer (CRD# 6310159) is an Investment Advisor Representative working at Wills Financial Group in Richmond, VA and has over 2 years of experience in the finance industry.

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Financial Freedom Planners
Company Name Location Dates Years
Wills Financial Group, Inc. Richmond, VA Aug 2013 - Current 3
Argyle Executive Forum New York, NY Aug 2011 - Aug 2013 2
Unemployed New York, NY May 2011 - Aug 2011 < 1
Full Time Student Columbia U. New York, NY Aug 2007 - May 2011 3
New York Stock Exchange New York, NY Jun 2010 - Aug 2010 < 1
S&k Mens Ware Midlothian, VA Jun 2009 - Aug 2009 < 1
Swift Creek Berry Farm Moselsy, VA Jun 2008 - Aug 2008 < 1
West End Realty Midlothian, VA May 2007 - Aug 2007 < 1
Full Time Student: High School @ Clover Hill Midlothian, VA Sep 2003 - May 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Adam J. Mehrer
Phone Number: 804-330-3100
Firm Website:
Registered State(s):
  • PA
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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