William Lewis Gurner
Investment adviser representative at Fcg Investment Company
11 yearsExperience
1 stateRegistered in
$568.2MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Emc Services, LLCJan 2026 to now
- Fcg Investment CompanyMay 2018 to now
- Mid Atlantic Financial Management, Inc.May 2018 to Jun 2020
- Nuveen Asset Management, LLCDec 2016 to Apr 2018
- Tradewinds Global Investors, LLCMar 2015 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (TN).
Fcg Investment Company
$568.2MAssets managed
351Clients
10Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2595800
- Firm CRD
- 308192