Gary
Silverman
Personal Money Planning, LLC
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About this Advisor
Gary Silverman is a financial advisor based in Wichita Falls, Texas, working with Personal Money Planning, LLC. Gary has previously held a position at Personal Money Planning and has passed the Series 63 regulatory exam. Gary is registered to provide services in Oklahoma and Texas. Currently, Gary is part of Personal Money Planning, LLC, which operates out of Wichita Falls, Texas. The firm has 5 employees and manages assets totaling $109.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Personal Money Planning, LLC includes asset-based, hourly, and fixed fees.
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Personal Money Planning, LLC Brokerage Details
$109,891,438
5
576
$190,784
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Gary Silverman Work History
Personal Money Planning
Disclosures
Please visit the SEC profile of Gary Silverman 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 Personal Money Planning, LLC
Wichita Falls, TX
Wichita Falls, TX
Wichita Falls, TX
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
