Sfmg Wealth Advisors

Sfmg Wealth Advisors (CRD# 107548) is a financial advisory firm headquartered in Plano, TX. They manage $1,884,948,124 in 3,633 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,885
    MILLION
  • 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
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 16 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 21 years of experience in the finance industry.

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.

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 10 years of experience in the finance industry.

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.

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.

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.

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 22 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.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.