William Sokol
William Sokol is a registered investment advisor at Sfg Wealth Management, based in Towson, MD, with 22 years of industry experience. William 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
March 2013Other Business ActivitiesSells Insurance
William operates under the DBA SFG Wealth Management for his LPL business. He is also involved in non-variable insurance sales through William Sokol and Crump, dedicating a few hours per week to these activities. William spends nearly full-time working for SFG Wealth Management LLC as a Registered Investment Advisor Hybrid.
Employment History
Current Registrations
LPL Financial LLCBroker
Sfg Wealth Management
Previous Registrations
The L. Warner Companies, INC
M Holdings Securities, INC.Broker
AXA Advisors, LLCBroker
MML Investors Services, INC.Broker
State Registrations13 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.