W.a. Wimberly & Associates, Inc.

W.a. Wimberly & Associates, Inc. (CRD# 127377) is a financial advisory firm headquartered in Jackson, MS. They manage $8,230,326 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $249,404
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MS

Financial Advisors at W.a. Wimberly & Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William A. Wimberly
CRD#: 1157038
1650 Lelia Drive, Jackson, MS 39216
83
Wealthminder
score

William Wimberly (CRD# 1157038) is an Investment Advisor Representative working at W.a. Wimberly & Associates, Inc. in Jackson, MS and has over 28 years of experience in the finance industry.

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