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Gary Kent Jr Wunderlich

B RILEY WEALTH MANAGEMENT, INC.·MEMPHIS, Tennessee
Unclaimed Profile
40 SOUTH MAIN, MEMPHIS, TN 38103CRD# 2256877Firm CRD# 2543
01

About

Gary Kent Jr Wunderlich is a registered financial advisor based in MEMPHIS, Tennessee, affiliated with B RILEY WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
B RILEY WEALTH MANAGEMENT, INC.
B RILEY WEALTH MANAGEMENT
AUM
$4.1B
Regulatory assets under management
Employees
250
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2256877
Firm CRD# 2543
13 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gary Kent Jr Wunderlich offer?
Gary Kent Jr Wunderlich specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEMPHIS, Tennessee for a consultation.
What are Gary Kent Jr Wunderlich's credentials?
Gary Kent Jr Wunderlich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Kent Jr Wunderlich located?
Gary Kent Jr Wunderlich is based in MEMPHIS, Tennessee, working with B RILEY WEALTH MANAGEMENT, INC.. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.
How does Gary Kent Jr Wunderlich charge for services?
Gary Kent Jr Wunderlich's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is B RILEY WEALTH MANAGEMENT, INC.?
B RILEY WEALTH MANAGEMENT, INC. has approximately 250 employees and manages $4.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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