William Caton, financial advisor Plano TX

William Caton

CRD Number: 1452805
Current Firm: Sfmg Wealth Advisors

William Caton (CRD# 1452805) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Sfmg Wealth Advisors Plano, TX Sep 2013 - Current 10
Caton Consulting Group, Pc Irving, TX Jun 1983 - Current 40

William Caton has no recent exams reported.
Contact Info for William D. Caton
Phone Number: 972-960-6460
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,885
    MILLIONS
  • Total Number of Accounts
    3,633
    ACCOUNTS
  • Average Account Value
    $518,841
Compensation Options
  • A percentage of assets under your management
  • 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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