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WMG FINANCIAL ADVISORS, LLC
WMG FINANCIAL ADVISORS, LLC
KNOXVILLE, Tennessee
·
2 registered advisors
·
CRD# 285824
SEC# 801-116718
3
(865) 290-4000
01
Firm Overview
AUM
$523M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at WMG FINANCIAL ADVISORS, LLC
2 registered advisors
D William Bergner
KNOXVILLE, Tennessee
CRD# 1994381
Elizabeth Claire Dewan
KNOXVILLE, Tennessee
CRD# 5594340
05
Office Locations
KNOXVILLE, Tennessee
2 advisors
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Data sourced from SEC Form ADV filings. WMG FINANCIAL ADVISORS, LLC (CRD# 285824) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.