Best Investors Account Sign in
Inactive

Tyler Ray Floyd

Sfmg Wealth Advisors

Plano, TX

CRD 6528810

Claim This Profile
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 2021-02-10
  • TX RA
    APPROVED
    Since 2021-02-10

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 01/2019 Present
Sfmg Wealth Advisors Plano TX 01/2018 01/2019
Sfmg Wealth Advisors Plano TX 06/2017 08/2017
D-Bat Lubbock Lubbock TX 01/2017 12/2017
Texas Tech University Lubbock TX 06/2013 12/2017
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

VANGUARD ADVISERS, INC.
TTFCM LLC
BBAE ADVISORS LLC

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

More in Plano, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor