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George Ray Van dyke

SFG Wealth Management

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About George Ray Van dyke

George Ray Van dyke is a financial advisor with SFG Wealth Management located in Towson, MD. George Ray Van dyke has been in the industry since February 8, 1996, and has experience with providing financial advice to individuals, corporations and charitable organizations. George Ray Van dyke provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. George Ray Van dyke is registered with the state of Maryland.

Firm Information

George Van dyke 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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George Van dyke’s Registration & Firm History

MD

01/20/2025 - Present

SFG Wealth Management (TOWSON MD)

NY

02/16/2001 - 02/21/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

MD

08/08/1997 - 03/08/2001

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NA

05/31/1995 - 11/26/1996

ALEX. BROWN & SONS INCORPORATED

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Licenses & Designations

BOTH

Issued 09/04/1997

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 05/30/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for George Ray Van dyke. Review regulatory record here.
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