Be advised. This firm is no longer registered.

Wfg Advisors, LP

Wfg Advisors, LP (CRD# 125073) is a financial advisory firm headquartered in Dallas, TX. They manage $1,465,709,614 in 9,918 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,466
    MILLION
  • Total Number of Accounts
    9,918
    ACCOUNTS
  • Average Account Value
    $147,783
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Wfg Advisors, LP
Showing 1 - 10 of 30 top financial advisors.
1
Charles R. Coe
CRD#: 5282582
6410 Poplar Ave, Suite 715, Memphis, TN 38119
96
Wealthminder
score

Charles Coe (CRD# 5282582) is an Investment Advisor Representative working at Wfg Advisors, LP in Memphis, TN and has over 11 years of experience in the finance industry. Charles Coe 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
John W. Osborne
CRD#: 4439836
2711 N Haskell Ave, Suite 2900, Dallas, TX 75204
96
Wealthminder
score

John Osborne (CRD# 4439836) is an Investment Advisor Representative working at Wfg Advisors, LP in Dallas, TX and has over 16 years of experience in the finance industry.

3
Michael D. Lovecchio
CRD#: 6036189
480 E Swedesford Road, Suite 120, Wayne, PA 19087
95
Wealthminder
score
Michael Lovecchio (CRD# 6036189) is an Investment Advisor Representative working at Wfg Advisors, LP in Wayne, PA and has over 4 years of experience in the finance industry.
4
Donald L. Avant
CRD#: 1045882
Lindale, TX
93
Wealthminder
score

Donald Avant (CRD# 1045882) is an Investment Advisor Representative working at Wfg Advisors, LP in Lindale, TX and has over 35 years of experience in the finance industry.

5
David J. Barber
CRD#: 2155205
4010 82nd St, Suite 105, Lubbock, TX 79413
93
Wealthminder
score

David Barber (CRD# 2155205) is an Investment Advisor Representative working at Wfg Advisors, LP in Lubbock, TX and has over 26 years of experience in the finance industry.

6
Lee Colwell
CRD#: 5645522
425 West Capitol Ave, Suite 3500, Little Rock, AR 72201
93
Wealthminder
score

Lee Colwell (CRD# 5645522) is an Investment Advisor Representative working at Wfg Advisors, LP in Little Rock, AR and has over 8 years of experience in the finance industry.

7
Claude R. Connelly
CRD#: 4501166
2711 N Haskell Ave, Suite 2900, Dallas, TX 75204
93
Wealthminder
score

Claude Connelly (CRD# 4501166) is an Investment Advisor Representative working at Wfg Advisors, LP in Dallas, TX and has over 12 years of experience in the finance industry.

8
Thomas J. Donovan
CRD#: 1429044
2711 N Haskell Ave, Suite 2900, Dallas, TX 75204
93
Wealthminder
score

Thomas Donovan (CRD# 1429044) is an Investment Advisor Representative working at Wfg Advisors, LP in Dallas, TX and has over 32 years of experience in the finance industry.

9
Rhodolph L. Esmay
CRD#: 2373606
Scottsdale, AZ
93
Wealthminder
score

Rhodolph Esmay (CRD# 2373606) is an Investment Advisor Representative working at Wfg Advisors, LP in Scottsdale, AZ and has over 24 years of experience in the finance industry.

10
Aubrey L. Eyrolles
CRD#: 4958333
2711 N. Haskell Ave., Suite 2900, Dallas, TX 75204
93
Wealthminder
score

Aubrey Eyrolles (CRD# 4958333) is an Investment Advisor Representative working at Wfg Advisors, LP in Dallas, TX and has over 11 years of experience in the finance industry.

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