Ryan Mccoy
Investment adviser representative at SFG Wealth Management
11 yearsExperience
1 stateRegistered in
$760.2MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- LPL Financial LLCMay 2023 to now
- SFG Wealth ManagementMay 2023 to now
- SFG Wealth ManagementJun 2022 to Aug 2022
- Mount Vernon Nazarene UniversityAug 2021 to May 2023
- ChickfilaApr 2019 to Jul 2021
- Anne Arundel Community CollegeAug 2018 to Apr 2021
- HighschoolFeb 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
SFG Wealth Management
Legal name: SFG Wealth Management, LLC
$760.2MAssets managed
1,184Clients
9Advisers
9 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
- 7544432
- Firm CRD
- 285785