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 157 top financial advisors.
1
Karine R. Beard
CRD#: 1021375
333 Perry St., Suite 204, Castle Rock, CO 80104
96
Wealthminder
score

Karine Beard (CRD# 1021375) is an Investment Advisor Representative working at Wfg Advisors, LP in Castle Rock, CO and has over 18 years of experience in the finance industry. Karine Beard 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
Charles D. Boushley
CRD#: 1122914
9125 W. Thunderbird Rd., Suite 100, Peoria, AZ 85381
96
Wealthminder
score

Charles Boushley (CRD# 1122914) is an Investment Advisor Representative working at Wfg Advisors, LP in Peoria, AZ and has over 34 years of experience in the finance industry. Charles Boushley 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
Rayburn E. Brooks
CRD#: 4521666
14018 N Western Ave, Edmond, OK 73013
96
Wealthminder
score

Rayburn Brooks (CRD# 4521666) is an Investment Advisor Representative working at Wfg Advisors, LP in Edmond, OK and has over 15 years of experience in the finance industry. Rayburn Brooks 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.

4
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 10 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.

5
Marilyn L. Evans
CRD#: 1635170
6565 Americas Parkway Ne, Suite 200, Albuquerque, NM 87111
96
Wealthminder
score

Marilyn Evans (CRD# 1635170) is an Investment Advisor Representative working at Wfg Advisors, LP in Albuquerque, NM and has over 19 years of experience in the finance industry. Marilyn 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.

6
James M. Graham
CRD#: 2771048
1490 S Price Road, Suite 113, Chandler, AZ 85268
96
Wealthminder
score

James Graham (CRD# 2771048) is an Investment Advisor Representative working at Wfg Advisors, LP in Chandler, AZ and has over 18 years of experience in the finance industry. James Graham 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
Scott D. Hammel
CRD#: 5333132
10000 N. Central Expy, Suite 700, Dallas, TX 75231
96
Wealthminder
score

Scott Hammel (CRD# 5333132) is an Investment Advisor Representative working at Wfg Advisors, LP in Dallas, TX and has over 10 years of experience in the finance industry. Scott Hammel 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
Sherry A. Hardin
CRD#: 1388895
9125 W Thunderbird Road, Suite 100, Peoria, AZ 85381
96
Wealthminder
score

Sherry Hardin (CRD# 1388895) is an Investment Advisor Representative working at Wfg Advisors, LP in Peoria, AZ and has over 19 years of experience in the finance industry. Sherry Hardin 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
Adam P. Keller
CRD#: 4881637
10000 N. Central Expy, Suite 700, Dallas, TX 75231
96
Wealthminder
score

Adam Keller (CRD# 4881637) is an Investment Advisor Representative working at Wfg Advisors, LP in Dallas, TX and has over 12 years of experience in the finance industry. Adam Keller 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.

10
Victor J. Larsen
CRD#: 1712015
1250 Ne Loop 410, Suite 305, San Antonio, TX 78209
96
Wealthminder
score

Victor Larsen (CRD# 1712015) is an Investment Advisor Representative working at Wfg Advisors, LP in San Antonio, TX and has over 30 years of experience in the finance industry. Victor Larsen 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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