Gary W. Silverman

PERSONAL MONEY PLANNING

Wichita Falls, TX 76308-2822

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CRD#: 2076354

Professional summary

Gary William Silverman, CFP® is a registered financial advisor currently at PERSONAL MONEY PLANNING, LLC located in Wichita Falls, Texas.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Gary has worked at 3 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary William Silverman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

May 16, 2012 - Present

PERSONAL MONEY PLANNING, LLC

Office #1: 4245 Kemp Blvd Suite 1007, Wichita Falls, TX 76308-2822

RIA

CRD#: 112178

Wichita Falls, TX

Past

January 30, 1994 - December 31, 1995

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

July 23, 1990 - January 5, 1994

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PERSONAL MONEY PLANNING, LLC

GARY WILLIAM SILVERMAN | PERSONAL MONEY PLANNING, LLC | PERSONAL MONEY PLANNING

CRD#: 112178 / SEC#: 801-123694

RIA

Registered Investment Advisory firm - (4/14/2022 Approved)

Oklahoma

Registered Investment Advisory firm - (4/28/2022 Terminated)

Texas

Registered Investment Advisory firm - (4/28/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(4/9/2018)

IAR

Texas
(5/16/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/12/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/26/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/12/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PERSONAL MONEY PLANNING, LLC

GARY WILLIAM SILVERMAN | PERSONAL MONEY PLANNING, LLC | PERSONAL MONEY PLANNING

CRD#: 112178 / SEC#: 801-123694

RIA

Registered Investment Advisory firm - (4/14/2022 Approved)

Oklahoma

Registered Investment Advisory firm - (4/28/2022 Terminated)

Texas

Registered Investment Advisory firm - (4/28/2022 Terminated)

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Contact information

Main Address

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

Mailing Address

Phone number

(940) 692-6885

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (ADV PART II) (3/26/2025)

Regulatory assets under management

Total Number of Accounts	577
AUM (Assets Under Management)	$ 115,856,959

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gary W. Silverman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary William Silverman's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERSONAL MONEY PLANNING, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

WADDELL & REED

Primary Firm SEC Registration

PERSONAL MONEY PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/12/1990

Series 7

Date: 2/26/1994

Series 6

Date: 7/12/1990

Current Firm

PERSONAL MONEY PLANNING, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PERSONAL MONEY PLANNING, LLC

TRUST BUT VERIFY

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