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Gary William Silverman

Personal Money Planning, LLC

Wichita Falls, TX

CRD 2076354

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Employer firm

Personal Money Planning, LLC CRD 112178

$127M regulatory AUM 217 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Personal Money Planning, Llc

4245 Kemp Blvd Suite 1007, Wichita Falls, TX 76308-2822 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2018-04-09
TX RA APPROVED 2012-05-16
  • OK RA
    APPROVED
    Since 2018-04-09
  • TX RA
    APPROVED
    Since 2012-05-16

Branch Locations

4245 Kemp Blvd Suite 1007, Wichita Falls, TX 76308-2822 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Personal Money Planning Wichita Falls TX 06/1995 Present
  • 06/1995 → Present
    Personal Money Planning
    Wichita Falls, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-07-12
  • S63 Uniform Securities Agent State Law Examination
    1990-07-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

SENTRY MANAGEMENT INC
EDWARD JONES
MERCANTILE INVESTMENT ADVISORS

Nearby Investors

GEORGE MURPHY DAVIS
GEORGE MURPHY DAVIS
NILEY MONROE CHURCH

Nearby Offices

SENTRY MANAGEMENT INC · WICHITA FALLS, TX
EDWARD JONES · WICHITA FALLS, TX
MERCANTILE INVESTMENT ADVISORS · Wichita Falls, TX

More in Wichita Falls, TX

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