W.a. Wimberly & Associates, Inc.

W.a. Wimberly & Associates, Inc. (CRD# 127377) is a financial advisory firm headquartered in , . They manage $30,469,112 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $585,944
Compensation Options
  • A percentage of assets under your management
  • 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
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
Madison, MS

William Wimberly (CRD# 1157038) is an Investment Advisor Representative working at W.a. Wimberly & Associates, Inc. in Madison, MS and has over 35 years of experience in the finance industry.

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