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Eric William Hart

SFG Wealth Management

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About Eric William Hart

Eric Hart is a financial advisor in Towson, Maryland. Eric has been in the industry since 2015 and is registered with the state of Maryland. Eric William Hart is associated with SFG Wealth Management. Eric provides investment advisory services through SFG Wealth Management LLC, an independent investment advisor firm. Eric is also a registered representative with LPL Financial, LLC.

Firm Information

Eric Hart is currently registered with SFG Wealth Management. SFG Wealth Management is a wealth management firm based in TOWSON, MD. The firm offers a range of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. SFG Wealth Management manages approximately $556.3 million in assets for a diverse client base, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm's team of 15 licensed agents and investment advisor representatives provides personalized financial guidance to help clients achieve their financial goals.
SFG Wealth Management

1104 KENILWORTH DRIVE

TOWSON, MD 21204

$556.30M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Hart’s Registration & Firm History

MD

12/16/2016 - Present

SFG Wealth Management (TOWSON MD)

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Licenses & Designations

BOTH

Issued 04/01/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric William Hart.
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