WFG ADVISORS, LP

DALLAS, Texas·6 registered advisors·CRD# 125073
SEC# 801-61945972-661-8700
01

Firm Overview

AUM
$1.5B
Regulatory assets under management
Employees
156
Total firm employees
Advisors
6
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
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WFG ADVISORS, LP

6 registered advisors
Claude Rufus Connelly
DALLAS, Texas
David Wilson Williams
DALLAS, Texas
Judith Anne Knudsen
DALLAS, Texas
Robert Philip Schlangen
DALLAS, Texas
Varkey John
DALLAS, Texas
Wilson Henry Williams
DALLAS, Texas
05

Office Locations

DALLAS, Texas
6 advisors

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Data sourced from SEC Form ADV filings. WFG ADVISORS, LP (CRD# 125073) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.