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).
Total Assets Under Management8MILLION
Total Number of Accounts33ACCOUNTS
Average Account Value$249,404
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.