William L. Gurner

FCG INVESTMENT COMPANY

Germantown, TN 38138

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CRD#: 2595800

Professional summary

William Lewis Gurner, who also goes by Bill Gurner, is a registered financial advisor currently at FCG INVESTMENT COMPANY located in Germantown, Tennessee.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. William has worked at 5 firms and has passed the Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Gurner

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 William Lewis Gurner'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®

None

Experience

Current

April 22, 2020 - Present

FCG INVESTMENT COMPANY

Office #1: 9040 Garden Arbor Dr Ste 206, Germantown, TN 38138

RIA

CRD#: 308192

Germantown, TN

Past

May 23, 2018 - June 1, 2020

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

RIA

CRD#: 109771

GERMANTOWN, TN

Past

August 26, 2016 - May 7, 2018

NUVEEN ASSET MANAGEMENT, LLC

RIA

CRD#: 155584

Memphis, TN

Past

March 31, 2015 - November 30, 2016

TRADEWINDS GLOBAL INVESTORS, LLC

RIA

CRD#: 138476

MEMPHIS, TN

Past

March 29, 2004 - May 18, 2015

SECTOR CAPITAL MANAGEMENT, L.L.C.

RIA

CRD#: 106782

GERMANTOWN, TN

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".

FCG INVESTMENT COMPANY

CRD#: 308192 / SEC#: 801-118437

RIA

Registered Investment Advisory firm - (4/13/2020 Approved)

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

Tennessee
(4/22/2020)

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

IAR

Series 65

Date: 4/5/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 8/1/1995

Non-Member General Securities Examination

Current Firm

FCG INVESTMENT COMPANY

CRD#: 308192 / SEC#: 801-118437

RIA

Registered Investment Advisory firm - (4/13/2020 Approved)

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Contact information

Main Address

9040 Garden Arbor Dr Ste 206, Germantown, TN 38138

Mailing Address

Phone number

(901) 309-2681

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- FCG INVESTMENT COMPANY (6/9/2025)

Regulatory assets under management

Total Number of Accounts	404
AUM (Assets Under Management)	$ 457,898,340

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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William L. Gurner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Lewis Gurner's CRS (Customer Relationship Summary).

Certified licenses

Experience

FCG INVESTMENT COMPANY

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

NUVEEN ASSET MANAGEMENT, LLC

TRADEWINDS GLOBAL INVESTORS, LLC

SECTOR CAPITAL MANAGEMENT, L.L.C.

Primary Firm SEC Registration

FCG INVESTMENT COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 4/5/1995

Series 2

Date: 8/1/1995

Current Firm

FCG INVESTMENT COMPANY

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FCG INVESTMENT COMPANY

TRUST BUT VERIFY

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