George Dyke is a registered investment advisor at Sfg Wealth Management, based in Towson, MD, with 30 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,184 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFG Wealth Management offers portfolio management services where the annual fee will not exceed 1.50%. The fee is calculated based on the value of your account and is billed quarterly in advance. The fee will be adjusted for deposits and withdrawals made during the quarter.
Location
1104 Kenilworth Drive, Suite 500, Towson, MD, 21204
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Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
George is a secretary for Delta Management, a family business, but spends no time on it. He also owns Less is More LLC, where he invented and patented a gutter cleaning device, dedicating about 2% of his time, and SFG Wealth Management LLC, where he works full-time as a Registered Investment Advisor.
Employment History
Current Registrations
Sfg Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.