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Stephen Engels

CMG GLOBAL HOLDINGS, LLC·PLANO, Texas
Clean recordCMG GLOBAL HOLDINGS, LLC
2500 DALLAS PARKWAY, SUITE 400, PLANO, TX 75093CRD# 2428248Firm CRD# 307513

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Engels · PLANO, TX
Registration
CRD #2428248 · CMG GLOBAL HOLDINGS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Engels is a registered financial advisor based in PLANO, Texas, affiliated with CMG GLOBAL HOLDINGS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
CMG GLOBAL HOLDINGS, LLC
CMG WEALTH MANAGEMENT
AUM
$313M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CMG GLOBAL HOLDINGS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2428248
Firm CRD# 307513
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Engels offer?
Stephen Engels specializes in Investment Management, Fee-Only Advisory. Contact their office in PLANO, Texas for a consultation.
What are Stephen Engels's credentials?
Stephen Engels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Engels located?
Stephen Engels is based in PLANO, Texas, working with CMG GLOBAL HOLDINGS, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does Stephen Engels charge for services?
Stephen Engels's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CMG GLOBAL HOLDINGS, LLC?
CMG GLOBAL HOLDINGS, LLC has approximately 4 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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James Pacholek
PLANO, TX

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Nearby cities in Texas
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Research
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