Financial ADVSR advisor directory · SEC adviser records
Sfmg Wealth Advisors financial advisors in Texas
Every SEC-registered investment adviser representative at a Sfmg Wealth Advisors office in Texas, by city and A to Z.
16 registered advisors work at Sfmg Wealth Advisors in Texas, out of 16 nationwide; it's the firm's number 1 state by advisors, and the most are in Plano (16). 12 list the CFP designation and 0 are also registered broker representatives.
Sfmg Wealth Advisors advisors by city in Texas
Every firm in Texas →Sfmg Wealth Advisors advisors in Texas, A to Z
Search by name →- Crystal L. BillingPlano · Certified Financial Planner
- Ryan J. BlairPlano · Certified Financial Planner
- Christopher G. CayetPlano · Chartered Financial Analyst
- Michael C. CowlesPlano · Certified Financial Planner
- Devin J. DelappPlano · Certified Financial Planner
- David P. GamblePlano · Certified Financial Planner
- Craig M. GreenwayPlano · Certified Financial Planner
- Avery J. KlatskyPlano · Certified Financial Planner
- Kevin W. MargolisPlano
- James T. NippPlano · Certified Financial Planner
- Shannon T. PopePlano · Certified Financial Planner
- Brett E. RudmanPlano
- Shashin G. ShahPlano · Certified Financial Planner, Chartered Financial Analyst
- Tyler J. TenneyPlano · Certified Financial Planner
- Charles M. ThomasPlano · Certified Financial Planner
- David W. WhitePlano
Sfmg Wealth Advisors advisors in every state →Sfmg Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Sfmg Wealth Advisors financial advisors are in Texas?
16 investment adviser representatives are registered at Sfmg Wealth Advisors offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 16 at the firm nationwide. 12 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Sfmg Wealth Advisors have the most advisors?
Plano, with 16. Sfmg Wealth Advisors has advisors in 1 city in Texas.
How do I check a Sfmg Wealth Advisors advisor in Texas?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sfmg Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.