William Parker Ashford

Employer firm

Wmg Financial Advisors, LLC CRD 285824

$694M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 06/2018
  N/A
  N/A, TN
• 06/2018 → 06/2019
  21St Mortgage
  Knoxville, TN
• 09/2019 → 06/2023
  Hamblen County Schools
  Morristown, TN
• 02/2023 → Present
  Wmg Financial Advisors, Llc
  Morristown, TN

Other Businesses

Morristown West High School - Head coach; Investment related: No; Location: One Trojan Trail Morristown TN 37813; Description: Head tennis coach at Morristown West High School. Paid position with a stipend of $4,000 for position. After business hours with two practices in evenings during the fall and practices and matches from mid February to early May; Responsibilities Duties: Run and organize a high school tennis team in terms of practices and coaching. I will not be doing any fundraising or administrative work; it will be limited to actual practices and matches. All work will take place after trading hours. ; Start date: 2024-09-09; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 5; Contact person at the organization: Calvin Decker ; Website address for the organization: https://mhhsw.hcboe.net/. Lakeway Tennis Association; President/Registered Agent; Not Investment related; 230 Montrose Ave Morristown TN 37813; Description: Unpaid registered agent for Lakeway Tennis Association, a Tennessee non-profit, serving as official state representative; Responsibilities: Oversee group of volunteers to promote tennis for children and adults in the Lakeway area; Start date: 2025-06-24; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: Andy Hall.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-03

Other Names

• Parker Ashford