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William Lewis Gurner

FCG Investment Co.

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About William Lewis Gurner

William Lewis Gurner is an Investment Advisor Representative with FCG Investment Co. William has been in the industry since 1995. William is registered in Tennessee. FCG Investment Co. specializes in providing financial planning, pension consulting, and portfolio management for individuals. The firm's regulatory assets under management (AUM) total $457,898,340.

Firm Information

William Gurner is currently registered with FCG Investment Co.. FCG Investment Co. is an investment advisor headquartered in GERMANTOWN, TN. They have 4 licensed agents and 9 investment advisor representatives, and manage approximately $457,898,340 in regulatory assets. They offer financial planning, pension consulting, and portfolio management services to individuals, pension and profit sharing plans, and individuals other than high-net-worth individuals.
FCG Investment Co.

9040 GARDEN ARBOR DR

GERMANTOWN, TN 38138

$457.90M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Gurner’s Registration & Firm History

TN

04/22/2020 - Present

FCG Investment Co. (GERMANTOWN TN)

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Licenses & Designations

IA

Issued 04/05/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/1995

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Lewis Gurner.
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