Grace Rachel Choi
Investment adviser representative at Wills Financial Group, LLC
13 yearsExperience
2 statesRegistered in
$385.7MFirm assets
1 yearFirm in business
Are you Grace Rachel Choi? Claim your profile
Contact this firm
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
13 years in the industry.
- Wills Financial Group, Inc.Jun 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6635982
- Firm CRD
- 334431