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William Parker Ashford

WMG Financial Advisors, LLC

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About William Parker Ashford

William Parker Ashford is an Investment Advisor Representative at WMG Financial Advisors, LLC. William has been in the securities industry since January 2013. William is licensed in Tennessee. William is a registered Investment Advisor Representative. William is also a licensed Tennessee life and health insurance agent. William has experience in the financial services industry, with a focus on investment planning and retirement planning. William is also a tennis coach at Morristown West High School, a position which they hold in addition to their role at WMG Financial Advisors. William has a strong commitment to helping clients achieve their financial goals.

Firm Information

William Ashford is currently registered with WMG Financial Advisors, LLC. WMG Financial Advisors, LLC is a Knoxville, TN-based registered investment advisor with 12 licensed agents and $523,117,001 in regulatory assets under management. They provide financial planning, portfolio management for individuals and businesses, pension consulting, and other consulting services. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. They also manage pooled investment vehicles.
WMG Financial Advisors, LLC

620 MABRY HOOD ROAD

KNOXVILLE, TN 37932

$523.12M

Assets Under Management

Not reported

Total Clients

13

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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 Ashford’s Registration & Firm History

TN

03/07/2023 - Present

WMG Financial Advisors, LLC (KNOXVILLE TN)

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Licenses & Designations

IA

Issued 03/03/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Parker Ashford.
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