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Gary William Silverman

PERSONAL MONEY PLANNING, LLC·WICHITA FALLS, Texas
Series 6, Series 7, Series 63Clean record14 years registeredPERSONAL MONEY PLANNING, LLC
4245 KEMP BLVD SUITE 1007, WICHITA FALLS, TX 76308-2822CRD# 2076354Firm CRD# 112178

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gary William Silverman · WICHITA FALLS, TX
Registration
CRD #2076354 · PERSONAL MONEY PLANNING, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

PERSONAL MONEY PLANNING, LLC
May 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Registration record
First registered · May 16, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PERSONAL MONEY PLANNING, LLC
CRD 112178 · SEC 801-123694
AUM
$110M
Regulatory assets under management
Employees
5
576 client accounts
Services offered by PERSONAL MONEY PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at PERSONAL MONEY PLANNING, LLC →
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05

Frequently Asked Questions

What services does Gary William Silverman offer?
Gary William Silverman specializes in Financial Planning, Investment Management. Contact their office in WICHITA FALLS, Texas for a consultation.
What are Gary William Silverman's credentials?
Gary William Silverman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary William Silverman located?
Gary William Silverman is based in WICHITA FALLS, Texas, working with PERSONAL MONEY PLANNING, LLC. Their office serves clients in the WICHITA FALLS metropolitan area and surrounding communities.
How does Gary William Silverman charge for services?
Gary William Silverman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERSONAL MONEY PLANNING, LLC?
PERSONAL MONEY PLANNING, LLC has approximately 5 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PERSONAL MONEY PLANNING, LLC

Brittany Nacole Schultz
WICHITA FALLS, TX
Michelle J Kuehner
WICHITA FALLS, TX

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