Shannon Taylor Pope

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2018 → Present
  Sfmg Wealth Advisors
  Plano, TX
• 02/2017 → 02/2018
  Rgt Wealth Advisors
  Dallas, TX
• 08/2013 → 02/2017
  Pfg Advisors
  Lubbock, TX

Designations

• Certified Financial Planner

Other Names

• Shannon Smith
• Shannon Taylor Smith