Benjamin S Barnett
Investment adviser representative at Wmg Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
$693.8MFirm assets
7 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 assetsHourlyFixed 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.
- Wmg Financial Advisors, LLCMar 2019 to now
- (dba) Wmg Financial Advisors, LLCMar 2019 to now
- (dba) Wmg Financial Services, LLCMar 2019 to now
- West Madison AutoMar 2020 to Dec 2022
- Concourse Financial Group Securities, Inc.Mar 2019 to Oct 2022
- First TennesseeJun 2011 to Feb 2019
- Ftb Advisors, Inc.May 2011 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (TN).
Wmg Financial Advisors, LLC
$693.8MAssets managed
1,655Clients
15Advisers
7 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
- 4683757
- Firm CRD
- 285824