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Barry Lynde Evans

Sfmg Wealth Advisors

Plano, TX

CRD 4348328

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Employer firm

Sfmg Wealth Advisors CRD 107548

$2.96B regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Sfmg Wealth Advisors

3960 Dallas Parkway Suite 400, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2007-02-09
  • TX RA
    APPROVED
    Since 2007-02-09

Branch Locations

3960 Dallas Parkway Suite 400, Plano, TX 75093 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sfmg Wealth Advisors Plano TX 11/2006 Present
Ble, Inc. Plano TX 03/1982 Present
Previous Registrations
  • 1983-04-30 → 2007-03-29
    Southwest Strategies
    Dallas, TX
    Dallas, TX
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN

Nearby Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX

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