RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Crystal Leigh Billing
- Title
- Senior Wealth Advisor, Chief Compliance Officer & Stakeholderreportedsfmg.comfirm site, Sep 15, 2026
- Designations
- CFP, AEPreportedsfmg.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 20reportedsfmg.com“With over 20 years of experience under her belt in the financial services industry, Crystal joined SFMG in 2016 as a Senior Financial Planner.”
- Professional profile
- sfmg.com/team/crystal-l-billingreportedsfmg.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Sfmg Wealth Advisors independent RIA currentsince Oct 18, 2019 · Plano, Tx
- Cfo4life, L.P. formerOct 24, 2012 to Apr 26, 2016 · Coppell, Tx
- LPL Financial LLC BD affiliatedAug 22, 2006 to Sep 26, 2012 · Coppell, Tx
- Spectrum Strategies, L.L.C. state registeredApr 8, 2004 to Dec 16, 2004 · Addison, Tx
- Cfo4life, L.P. to Sfmg Wealth Advisorsleft Apr 26, 2016, registered Oct 18, 2019 (1270 days) · Other
- LPL Financial LLC to Cfo4life, L.P.left Sep 26, 2012, registered Oct 24, 2012 (28 days) · Other
- Spectrum Strategies, L.L.C. to LPL Financial LLCleft Dec 16, 2004, registered Aug 22, 2006 (614 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address