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).

By the Numbers
  • Total Assets Under Management
    1,975
    MILLION
  • Total Number of Accounts
    3,543
    ACCOUNTS
  • Average Account Value
    $557,538
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sfmg Wealth Advisors
Showing 1 - 10 of 17 top financial advisors.
1
Crystal L. Billing
CRD#: 4560793
7800 Dallas Parkway, Suite 350, Plano, TX 75024

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.

2
Ryan J. Blair
CRD#: 4811979
7800 Dallas Parkway, Suite 350, Plano, TX 75024

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.

3
William D. Caton
CRD#: 1452805
7800 Dallas Parkway, Suite 350, Plano, TX 75024

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.

4
Michael C. Cowles
CRD#: 6254495
7800 Dallas Parkway, Suite 350, Plano, TX 75024

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.

5
Russell P. Creech
CRD#: 6174740
7800 Dallas Parkway, Suite 350, Plano, TX 75024

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.

6
Barry L. Evans
CRD#: 4348328
7800 Dallas Parkway, Suite 350, Plano, TX 75024

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.

7
David P. Gamble
CRD#: 2124247
7800 Dallas Parkway, Suite 350, Plano, TX 75024

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.

8
Craig M. Greenway
CRD#: 4432599
7800 Dallas Parkway, Suite 350, Plano, TX 75024

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.

9
Kevin W. Margolis
CRD#: 4490753
7800 Dallas Parkway, Suite 350, Plano, TX 75024

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.

10
James T. Nipp
CRD#: 6141580
7800 Dallas Parkway, Suite 350, Plano, TX 75024

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.

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