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Gary William Silverman

PERSONAL MONEY PLANNING, LLC·WICHITA FALLS, Texas
Clean recordPERSONAL 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gary William Silverman is a registered financial advisor based in WICHITA FALLS, Texas, affiliated with PERSONAL MONEY PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
PERSONAL MONEY PLANNING, LLC
PERSONAL MONEY PLANNING, LLC
AUM
$110M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PERSONAL MONEY PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2076354
Firm CRD# 112178
View on FINRA BrokerCheck →

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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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