George Ray Van Dyke

Employer firm

Sfg Wealth Management CRD 285785

$760M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 02/2006 → Present
  Lpl Financial, Llc
  Towson, MD
• 12/2016 → Present
  Synergy Financial Group, Llc
  Towson, MD

Previous Registrations

• 2001-03-16 → 2006-02-21
  Morgan Stanley Dw Inc.
  Lutherville, MD

Other Businesses

1. 02/21/2008: DELTA MANAGEMENT - FAMILY BUSINESS - Investment Related - At Reported Business Location(s) - NO TIME SPENT - SECRETARY 2. 11/23/2009: LESS IS MORE LLC - BUSINESS OWNER - Not Investment Related - At Reported Business Location(s) - 2% TIME SPENT - INVENTED AND PATENTED A DEVICE TO HELP HOME OWNERS CLEAN THE GUTTERS OF THEIR HOMES FROM THE GROUND. SOLD VIA THE WEB SITE WWW.GUTTERCLEANINGSECRET.COM 3. 2/28/2020 - SFG Wealth Management - DBA: SFG Wealth Management llc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/01/2020 - 160 Hours Per Month/160 Hours During Securities Trading. 4. 3/2/2020 - SFG Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date: 03/01/2020 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through SFG Wealth Management LLC, an independent investment advisor firm. I started this business activity in 03/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 5/6/2020 - SFG WEALTH MANAGEMENT LLC - DBA: (Hybrid) SFG Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 03/01/2020 - 160 Hours Per Month/160 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  1997-09-04

Other Names

• George Ray Vandyke