Gary Wilson
Advisor at Hardy Reed, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hardy Reed, LLC
Location
Oxford, MS 38655
Credentials
CFA®, Series 63, Series 65
Industry experience
3 years
Fee options
Financial planning fees up to $10,000 fixed fee; fiduciary services fees up to $50,000 fixed fee; pension advisory fees up to $50,000 fixed fee.
Financial planning and fiduciary services fees up to $250 per hour; pension advisory services up to $250 per hour.
Account minimum: No account minimum (Hardy Reed does not impose an account minimum for starting or maintaining an account), but there is generally a $10,000 minimum annual fee for investment management services. Minimum fee: Generally a minimum annual fee of $10,000 for investment management services. Fee-only: Financial planning fees up to $10,000 fixed fee or $250 hourly; fiduciary services fees up to $50,000 fixed fee or $250 hourly; pension advisory fees up to $50,000 fixed fee or $250 hourly.
Work history
Hardy Reed
2025 - Present (1 year)
Unemployed
2024 - 2025 (1 year)
ALPS Distributors, Inc
2021 - 2024 (3 years)
Vulcan Value Partners
2021 - 2024 (3 years)
UNEMPLOYED
2020 - 2020 (1 year)
Southeastern Asset Management
2002 - 2020 (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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