# WFG ADVISORS, LP

WFG ADVISORS, LP of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 125073
- Type: SEC-registered investment adviser
- SEC file number: 801-61945
- Location: 2711 N HASKELL AVE, SUITE 2900, DALLAS, TX, 75204
- Phone: 972-661-8700
- Latest filing: 2017-09-06
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $68.5M
- Clients: 156
- Accounts: 8,500

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| WILLIAMS WILSON HENRY | PRESIDENT | — |
| STERLING DONALD WILLIAM | FINANCIAL OPERATIONS PRINCIPAL | — |
| YOUNG DAGNY WRIGHT | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, WFG INVESTMENTS, INC; EXECUTIVE VICE PRESIDENT CLIENT SERVICES | — |
| WILTON DARLA GAREE | DIRECTOR OF ADVISOR SERVICES | — |
| SCHLANGEN ROBERT PHILIP | CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS DAVID WILSON | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; PRESIDENT (+1 more) | — |
| JOHN VARKEY | FINANCIAL OPERATIONS PRINCIPAL | — |
| HECKLER CARIE MARIE | CHIEF COMPLIANCE OFFICER, WFG ADVISORS, LP | — |
| LOVE CRAIG ALLEN | DIRECTOR/MANAGER OF ADVISOR SERVICES | — |
| DOWDY SUZANNE MICHELLE | CHIEF OPERATING OFFICE | — |
| CONNELLY CLAUDE RUFUS | CHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER | — |
| KERN EDWARD RICHARD | CHIEF FINANCIAL OFFICER | — |
| KOWALCZYK THOMAS DAVID | SENIOR VICE PRESIDENT | — |
| KNUDSEN JUDITH ANNE | CHIEF COMPLIANCE OFFICER | — |
| KERN EDWARD | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125073/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125073/similar
- Related entities: https://search.stillhousedata.com/firm/125073/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125073

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.