Evan Dysart Moog
Investment adviser representative at Wills Financial Group, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$385.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Wills Financial Group, LLCJan 2026 to now
- TruistMay 2019 to Nov 2025
- Davenport & CompanyMay 2014 to May 2019
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (VA).
Wills Financial Group, LLC
$385.7MAssets managed
254Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5901206
- Firm CRD
- 334431