William Wimberly, financial advisor Jackson MS

William Wimberly

CRD Number: 1157038
Current Firm: W.a. Wimberly & Associates, Inc.

William Wimberly (CRD# 1157038) is an Investment Advisor Representative working at W.a. Wimberly & Associates, Inc. in Jackson, MS and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Jackson, MS Nov 2008 - Aug 2018 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1988
S66 NASAA Uniform Combined State Law Examination Apr 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William A. Wimberly
Phone Number: 601-953-9883
Registered State(s):
  • MS
Current Firm Details
W.a. Wimberly & Associates, Inc.
Firm's CRD Number: 127377
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $814,391
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MS

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