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).

Current Firm Details
7800 Dallas Parkway, Suite 350, Plano, TX 75024
https://www.linkedin.com/company/sfmg-wealth-advisors
By the Numbers
  • Total Assets Under Management
    2,249
    MILLION
  • Total Number of Accounts
    3,834
    ACCOUNTS
  • Average Account Value
    $586,520
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 11 - 16 of 16 top financial advisors.
11
Shashin Shah, financial advisor Plano TX
Shashin G. Shah
CRD#: 2465754
7800 Dallas Parkway, Suite 350, Plano, TX 75024

Shashin Shah (CRD# 2465754) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has over 30 years of experience in the finance industry.

12
David White, financial advisor Plano TX
David W. White
CRD#: 735931
7800 Dallas Parkway, Suite 350, Plano, TX 75024

David White (CRD# 735931) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has over 42 years of experience in the finance industry.

13
Christopher Cayet, financial advisor Plano TX
Christopher G. Cayet
CRD#: 7518842
7800 Dallas Parkway, Suite 350, Plano, TX 75024

Christopher Cayet (CRD# 7518842) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has 1 year of experience in the finance industry.

14
Devin Delapp, financial advisor Plano TX
Devin J. Delapp
CRD#: 7329722
7800 Dallas Parkway, Suite 350, Plano, TX 75024

Devin Delapp (CRD# 7329722) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has 1 year of experience in the finance industry.

15
Tyler Floyd, financial advisor Plano TX
Tyler R. Floyd
CRD#: 6528810
7800 Dallas Parkway, Suite 350, Plano, TX 75024

Tyler Floyd (CRD# 6528810) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has 1 year of experience in the finance industry.

16
Shannon Pope, financial advisor Plano TX
Shannon T. Pope
CRD#: 6234367
7800 Dallas Parkway, Suite 350, Plano, TX 75024

Shannon Pope (CRD# 6234367) 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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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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