Unclaimed Profile

Varkey John

WFG ADVISORS, LP·DALLAS, Texas

SIE, Series 7, Series 27, Series 28, Series 66, Series 99TOClean record13 years registeredWFG ADVISORS, LP

2711 N HASKELL AVE, DALLAS, TX 75204CRD# 4530162Firm CRD# 125073

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Varkey John · DALLAS, TX

Registration

CRD #4530162 · WFG ADVISORS, LP · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WFG ADVISORS, LP

WFG ADVISORS, LP

Mar 2013 – May 2014

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 27

Series 28

Series 66

Series 99TO

Registration record

First registered · March 14, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WFG ADVISORS, LP

CRD 125073 · SEC 801-61945

AUM

$1.5B

Regulatory assets under management

Employees

156

8,500 client accounts

Services offered by WFG ADVISORS, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WFG ADVISORS, LP →

Introduction

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Frequently Asked Questions

What services does Varkey John offer?

Varkey John specializes in Financial Planning, Investment Management, Wealth Management.

What are Varkey John's credentials?

Varkey John is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Varkey John located?

Varkey John is based in DALLAS, Texas, last registered with WFG ADVISORS, LP.

How does Varkey John charge for services?

Varkey John's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WFG ADVISORS, LP?

WFG ADVISORS, LP has approximately 156 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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