Shannon Taylor Pope
Investment adviser representative at Sfmg Wealth Advisors
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Sfmg Wealth AdvisorsMar 2018 to now
- Rgt Wealth AdvisorsFeb 2017 to Feb 2018
- Pfg AdvisorsAug 2013 to Feb 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sfmg Wealth Advisors
Legal name: Sfmg, LLC.
$3BAssets managed
982Clients
16Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6234367
- Firm CRD
- 107548