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SFG WEALTH MANAGEMENT, LLC
SFG WEALTH MANAGEMENT, LLC
SFG WEALTH MANAGEMENT
TOWSON, Maryland
·
4 registered advisors
·
CRD# 285785
SEC# 801-108748
2
410-825-3200
01
Firm Overview
AUM
$556M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SFG WEALTH MANAGEMENT, LLC
4 registered advisors
Christina Marie Horchar
TOWSON, Maryland
CRD# 6270821
Kenneth William Pegher
TOWSON, Maryland
CRD# 1184269
Lawrence Nelson Leitch
TOWSON, Maryland
CRD# 1672867
Stephen Michael Spurrier
TOWSON, Maryland
CRD# 2150350
05
Office Locations
TOWSON, Maryland
4 advisors
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Data sourced from SEC Form ADV filings. SFG WEALTH MANAGEMENT, LLC (CRD# 285785) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.