William
Gurner

Fcg Investment Company

CRD#2595800
Investment Advisor
in Germantown, TN

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About this Advisor

William Gurner is a financial advisor based in Germantown, Tennessee, working with Fcg Investment Company. William has previously held positions at Tradewinds Global Investors, LLC, Sector Capital Management, Tradewinds Global Investors, Fcg Investment Company, Nuveen Asset Management, LLC, and Mid Atlantic Financial Management, Inc. William has passed the Series 65 regulatory exam and is registered to provide services in Tennessee. Currently, William is part of Fcg Investment Company, which operates out of Germantown, Tennessee. The firm has 9 employees and manages assets totaling $419.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Fcg Investment Company includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

9040 Garden Arbor Dr Ste 206
Germantown, TN 38138

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Fcg Investment Company Brokerage Details

Total Assets Under Management

$419,250,175

TN Average: $730,596,643
Total Number of Employees

9

TN Average: 15
Total Number of Accounts

404

TN Average: 968
Average Account Size

$1,037,748

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

William Gurner Work History

2018 - Present (6 years)

Fcg Investment Company

2018 - 2020 (2 years)

Mid Atlantic Financial Management, Inc

2016 - 2018 (2 years)

Nuveen Asset Management, LLC

2015 - 2016 (1 year)

Tradewinds Global Investors, LLC

2015 - 2016 (1 year)

Tradewinds Global Investors

2013 - 2015 (2 years)

Sector Capital Management

1995 - 2015 (20 years)

Sector Capital Management

Disclosures

Please visit the SEC profile of William Gurner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fcg Investment Company

Joe Meals
Germantown, TN
Jeremy Plyler
Germantown, TN
Kenneth Riffle
Germantown, TN
Alston Wade
Germantown, TN
Mellio Sulipeck
Germantown, TN
Lloyd Crawford
Germantown, TN
Dennis Plyler
Germantown, TN
William Gurner
Germantown, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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