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Tyler Ray Floyd

Sfmg Wealth Advisors

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About Tyler Ray Floyd

Tyler Floyd is an Investment Advisor Representative at Sfmg Wealth Advisors. Tyler has been in the industry since June 2015 and has a specialization in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers. Tyler holds a Certified Financial Planner designation.

Firm Information

Tyler Floyd is currently registered with Sfmg Wealth Advisors. SFMG Wealth Advisors is a registered investment advisor located in PLANO, TX. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. SFMG Wealth Advisors manages approximately $2.25 billion in assets for 3,834 clients. Their client base includes high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
Sfmg Wealth Advisors

7800 DALLAS PARKWAY

PLANO, TX 75024

$2.25B

Assets Under Management

Not reported

Total Clients

16

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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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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Tyler Floyd’s Registration & Firm History

TX

02/10/2021 - Present

Sfmg Wealth Advisors (PLANO TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyler Ray Floyd.
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