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WFG Advisors, LP

WFG Advisors, LP
WFG Advisors, LP is a RIA based in Old East Dallas, TX with $1B in AUM and with 196 advisors nationwide.

Advisors (196)

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Name Start Date
Brenda Jean Katis Aug 2009
Bruce Fremont Woodcock Aug 2011
Charles Robert Coe Dec 2011
Michael Wayne Manley Jul 2010
William Daniel Prestage Dec 2010
View All
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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Total Assets
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.


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  •   Wfg Holding, Inc. (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Wilson Henry Williams President 11/01/2002
Dagny Wright Young Chief Compliance Officer 12/01/2011
David Wilson Williams Chief Operating Officer 09/01/2007
Varkey John Financial Operations Principal 04/01/2008

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

2711 N Haskell Ave
Dallas , TX 75204
Phone Number: 972-661-8700
Other Offices Address City State Zip
2711 N Haskell Ave Dallas TX 75204

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions