William
Sokol
Sfg Wealth Management
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About this Advisor
William Sokol is a financial advisor based in Towson, Maryland, working with Sfg Wealth Management. William has previously held positions at Axa Advisors, LLC, The L. Warner Companies, Inc, M Holdings Securities, Inc, Sfg Wealth Management, and Lpl Financial, LLC. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, William is part of Sfg Wealth Management, which operates out of Towson, Maryland. The firm has 2 offices and 16 employees. The firm manages assets totaling $556.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Sfg Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sfg Wealth Management Brokerage Details
$556,304,090
16
1,806
$308,031
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
William Sokol Work History
Sfg Wealth Management
Lpl Financial, LLC
The L. Warner Companies, Inc
M Holdings Securiites, Inc
Axa Advisors, LLC
Disclosures
Please visit the SEC profile of William Sokol to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sfg Wealth Management
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Millersville, MD
Towson, MD
Towson, MD
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