Sfmg Wealth Advisors
Sfmg Wealth Advisors (CRD# 107548) is a financial advisory firm headquartered in Plano, TX. They manage $1,975,358,577 in 3,543 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management1,975MILLION
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Total Number of Accounts3,543ACCOUNTS
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Average Account Value$557,538
- A percentage of assets under your management
- Hourly charges
- 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 19 years of experience in the finance industry. Crystal Billing 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.
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. Ryan Blair 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.
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 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.
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. Barry Evans 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.
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. David Gamble 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.
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. Craig Greenway 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.
Kevin Margolis (CRD# 4490753) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has over 20 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. James Nipp 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.