Michael Cowles, financial advisor Plano TX

Michael Cowles

CRD Number: 6254495
Current Firm: Sfmg Wealth Advisors

Michael Cowles (CRD# 6254495) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has over 8 years of experience in the finance industry. Michael Cowles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sfmg Wealth Advisors Plano, TX Jan 2021 - Current 1
Southwestern Investment Group Frisco, TX Jun 2013 - Current 8
Td Ameritrade Frisco, TX Jan 2019 - Jan 2021 2
Southwestern Investment Advisory Services Frisco, TX May 2018 - Dec 2018 < 1
Fidelity Investments Westlake, TX Sep 2013 - May 2018 4
All Pro Classics Dallas, TX Jul 2013 - Sep 2013 < 1
Whelan Security Austin, TX Jan 2010 - Jul 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2013
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Michael C. Cowles
Phone Number: 972-960-6460
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,668
    MILLIONS
  • Total Number of Accounts
    3,311
    ACCOUNTS
  • Average Account Value
    $503,911
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, FL, IL, LA, NC, NH, OK, TN, TX, WA

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