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Jeff Richard Wills

FORTHRIGHT WEALTH MANAGEMENT, LLC·ALPHARETTA, Georgia
Unclaimed Profile
5755 NORTH POINT PKWY, SUITE 47, ALPHARETTA, GA 30022CRD# 5131854Firm CRD# 220515
01

About

Jeff Richard Wills is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with FORTHRIGHT WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FORTHRIGHT WEALTH MANAGEMENT, LLC
FORTHRIGHT WEALTH MANAGEMENT, LLC
AUM
$566M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at FORTHRIGHT WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5131854
Firm CRD# 220515
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeff Richard Wills offer?
Jeff Richard Wills specializes in Financial Planning, Investment Management. Contact their office in ALPHARETTA, Georgia for a consultation.
What are Jeff Richard Wills's credentials?
Jeff Richard Wills is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeff Richard Wills located?
Jeff Richard Wills is based in ALPHARETTA, Georgia, working with FORTHRIGHT WEALTH MANAGEMENT, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.
How does Jeff Richard Wills charge for services?
Jeff Richard Wills's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORTHRIGHT WEALTH MANAGEMENT, LLC?
FORTHRIGHT WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $566M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ATLANTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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