Sfmg Wealth Advisors
Sfmg Wealth Advisors (CRD# 107548) is a financial advisory firm headquartered in Plano, TX. They manage $2,248,716,764 in 3,834 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management2,249MILLION
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Total Number of Accounts3,834ACCOUNTS
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Average Account Value$586,520
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, CO, FL, IL, LA, NC, NH, OK, TN, TX, WA
Crystal Billing (CRD# 4560793) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has over 21 years of experience in the finance industry.
Ryan Blair (CRD# 4811979) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has 1 year of experience in the finance industry.
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.
Michael Cowles (CRD# 6254495) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has over 10 years of experience in the finance industry.
Russell Creech (CRD# 6174740) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has 1 year of experience in the finance industry.
Barry Evans (CRD# 4348328) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has 1 year of experience in the finance industry.
David Gamble (CRD# 2124247) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has 1 year of experience in the finance industry.
Craig Greenway (CRD# 4432599) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has 1 year of experience in the finance industry.
Kevin Margolis (CRD# 4490753) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has over 22 years of experience in the finance industry.
James Nipp (CRD# 6141580) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has 1 year of experience in the finance industry.