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).
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Total Assets Under Management523MILLION
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Total Number of Accounts1,443ACCOUNTS
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Average Account Value$362,520
- 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
- 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
AL, FL, GA, KY, LA, MS, NC, TN, TX
Mark Ashford (CRD# 2994722) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Morristown, TN and has over 26 years of experience in the finance industry.
Benjamin Barnett (CRD# 4683757) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Knoxville, TN and has over 20 years of experience in the finance industry.
D Bergner (CRD# 1994381) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Knoxville, TN and has over 32 years of experience in the finance industry.
Roger Davis (CRD# 2087383) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Chattanooga, TN and has over 33 years of experience in the finance industry.
Elizabeth Dewan (CRD# 5594340) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Knoxville, TN and has over 11 years of experience in the finance industry.
Rae Haulk Davis (CRD# 2208056) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Ooltewah, TN and has over 30 years of experience in the finance industry.
Luann Jarnagin (CRD# 5686047) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Knoxville, TN and has over 14 years of experience in the finance industry.
Jackson Palmer (CRD# 2850120) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Brandon, MS and has over 27 years of experience in the finance industry.
John Perdue (CRD# 3187452) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Knoxville, TN and has over 24 years of experience in the finance industry.
Charles Sells (CRD# 2736084) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Knoxville, TN and has over 27 years of experience in the finance industry.