Southwestern Advisory Group

Southwestern Advisory Group (CRD# 282950) is a financial advisory firm headquartered in Stephenville, TX. They manage $40,000,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $333,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

TX

Financial Advisors at Southwestern Advisory Group
Showing 1 - 3 of 3 top financial advisors.
1
Cole G. Parks
CRD#: 4941163
400 Pine Street, Suite 750, Abilene, TX 79601
93
Wealthminder
score

Cole Parks (CRD# 4941163) is an Investment Advisor Representative working at Southwestern Advisory Group in Abilene, TX and has over 7 years of experience in the finance industry.

2
German Chavarria
CRD#: 6298210
105 East Road, Stephenville, TX 76401
88
Wealthminder
score

German Chavarria (CRD# 6298210) is an Investment Advisor Representative working at Southwestern Advisory Group in Stephenville, TX and has over 2 years of experience in the finance industry.

3
James E. Harris
CRD#: 4004078
400 Pine Street, Suite 750, Abilene, TX 79601
71
Wealthminder
score

James Harris (CRD# 4004078) is an Investment Advisor Representative working at Southwestern Advisory Group in Abilene, TX and has over 17 years of experience in the finance industry.

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