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Chief Compliance Officer & Wealth Advisor · Sfmg Wealth Advisors

Crystal L. Billing

CRD 4560793 · Named on Form ADV at one SEC-registered adviser

At a glance

Sfmg Wealth Advisors, an SEC-registered wealth manager based in Plano, TX with $3.0 billion in regulatory assets, lists Crystal L. Billing on its Form ADV as Chief Compliance Officer & Wealth Advisor, a control person.

Firms and roles

  • Sfmg Wealth AdvisorsChief Compliance Officer & Wealth AdvisorWealth manager · Plano, TX · $3.0B in regulatory assets

AtlasMembers

Crystal’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Crystal on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Crystal’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.