Financial ADVSR advisor directory · SEC adviser records
Sfmg Wealth Advisors financial advisors in Plano, TX
Every SEC-registered investment adviser representative at a Sfmg Wealth Advisors office in Plano, A to Z.
16 registered advisors work at Sfmg Wealth Advisors in Plano, out of 16 at the firm nationwide; it ranks number 17 in the city by advisors. 12 list the CFP designation and 0 are also registered broker representatives.
Sfmg Wealth Advisors advisors in Plano, A to Z
Every Sfmg Wealth Advisors advisor →- Crystal L. BillingCertified Financial Planner
- Ryan J. BlairCertified Financial Planner
- Christopher G. CayetChartered Financial Analyst
- Michael C. CowlesCertified Financial Planner
- Devin J. DelappCertified Financial Planner
- David P. GambleCertified Financial Planner
- Craig M. GreenwayCertified Financial Planner
- Avery J. KlatskyCertified Financial Planner
- Kevin W. MargolisInvestment adviser rep
- James T. NippCertified Financial Planner
- Shannon T. PopeCertified Financial Planner
- Brett E. RudmanInvestment adviser rep
- Shashin G. ShahCertified Financial Planner, Chartered Financial Analyst
- Tyler J. TenneyCertified Financial Planner
- Charles M. ThomasCertified Financial Planner
- David W. WhiteInvestment adviser rep
Sfmg Wealth Advisors advisors in every city and state →Sfmg Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Plano
All Plano advisors →Fisher Investments 1,880Vanguard Advisers, Inc. 230J.P. Morgan Securities LLC 212Strategic Advisers LLC 50UBS Financial Services Inc. 49Ameriprise Financial Services, LLC 48Morgan Stanley 39Edward Jones 31Transamerica Financial Advisors, LLC 31LPL Financial LLC 29Charles Schwab & Co., Inc. 27LPL Enterprise, LLC 27
Questions
How many financial advisors does Sfmg Wealth Advisors have in Plano?
16 investment adviser representatives are registered at Sfmg Wealth Advisors offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 16 nationwide. 12 list the CFP designation and 0 are also registered as broker representatives.
Is Sfmg Wealth Advisors one of the largest advisor employers in Plano?
Sfmg Wealth Advisors ranks number 17 in Plano by registered advisors; Fisher Investments has the most, with 1,880.
How do I check a Sfmg Wealth Advisors advisor in Plano?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.