Wmg Financial Advisors, LLC

Wmg Financial Advisors, LLC (CRD# 285824) is a financial advisory firm headquartered in Knoxville, TN. They manage $523,117,001 in 1,443 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
620 Mabry Hood Road, Suite 101, Knoxville, TN 37932
https://www.wmgfa.com
By the Numbers
  • Total Assets Under Management
    523
    MILLION
  • Total Number of Accounts
    1,443
    ACCOUNTS
  • Average Account Value
    $362,520
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, GA, KY, LA, MS, NC, TN, TX

Financial Advisors at Wmg Financial Advisors, LLC
Showing 11 - 13 of 13 top financial advisors.
11
Dennis White, financial advisor Brandon MS
Dennis K. White
CRD#: 2028836
106 Highpointe Court, Suite B, Brandon, MS 39047

Dennis White (CRD# 2028836) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Brandon, MS and has over 34 years of experience in the finance industry.

12
Jason Witcher, financial advisor Brandon MS
Jason R. Witcher
CRD#: 5825757
106 Highpointe Court, Suite B, Brandon, MS 39042

Jason Witcher (CRD# 5825757) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Brandon, MS and has over 13 years of experience in the finance industry.

13
William Ashford, financial advisor Knoxville TN
William P. Ashford
CRD#: 6789328
620 Mabry Hood Road, Suite 101, Knoxville, TN 37932

William Ashford (CRD# 6789328) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Knoxville, TN and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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