Grace Choi, financial advisor Richmond VA

Grace Choi

CRD Number: 6635982
Current Firm: Wills Financial Group

Grace Choi (CRD# 6635982) is an Investment Advisor Representative working at Wills Financial Group in Richmond, VA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Wills Financial Group Richmond, VA Jun 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2016
Contact Info for Grace R. Choi
Phone Number: 804-330-3100
Firm Website: https://willsfg.com/
Registered State(s):
  • PA
  • VA
By the Numbers
  • Total Assets Under Management
    333
    MILLIONS
  • Total Number of Accounts
    717
    ACCOUNTS
  • Average Account Value
    $464,847
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, LA, NC, NJ, PA, TN, TX, VA

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