Crystal L. Billing

SFMG WEALTH ADVISORS

PLANO, TX 75093

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CRD#: 4560793

Professional summary

Crystal Leigh Billing, CFP®, who also goes by Crystal Leigh Hawkins, is a registered financial advisor currently at SFMG WEALTH ADVISORS located in Plano, Texas.

Crystal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Crystal has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Crystal Leigh Hawkins

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Crystal Leigh Billing's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

October 18, 2019 - Present

SFMG WEALTH ADVISORS

Office #1: 3960 Dallas Parkway Suite 400, Plano, TX 75093

RIA

CRD#: 107548

PLANO, TX

Past

October 24, 2012 - April 26, 2016

CFO4LIFE, L.P.

RIA

CRD#: 146904

COPPELL, TX

Past

September 17, 2012 - April 12, 2016

AUSDAL FINANCIAL PARTNERS, INC.

CRD#: 7995

COPPELL, TX

Past

August 22, 2006 - September 26, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

COPPELL, TX

Past

August 22, 2006 - September 26, 2012

LPL FINANCIAL LLC

CRD#: 6413

COPPELL, TX

Past

April 8, 2004 - December 16, 2004

SPECTRUM STRATEGIES, L.L.C.

RIA

CRD#: 115318

ADDISON, TX

Past

August 26, 2002 - December 31, 2004

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SFMG WEALTH ADVISORS

MORGAN GREGORY PAUL | STRATEGIC FINANCIAL MANAGEMENT GROUP | STRATEGIC FINANCIAL MANAGEMENT | SFMG, LLC. | SFMG WEALTH ADVISORS

CRD#: 107548 / SEC#: 801-44699

RIA

Registered Investment Advisory firm - (8/11/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/18/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/22/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/12/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/24/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/13/2011

General Securities Principal Examination

Current Firm

SFMG WEALTH ADVISORS

MORGAN GREGORY PAUL | STRATEGIC FINANCIAL MANAGEMENT GROUP | STRATEGIC FINANCIAL MANAGEMENT | SFMG, LLC. | SFMG WEALTH ADVISORS

CRD#: 107548 / SEC#: 801-44699

RIA

Registered Investment Advisory firm - (8/11/1993 Approved)

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Contact information

Main Address

3960 Dallas Parkway Suite 400, Plano, TX 75093

Mailing Address

Phone number

(972) 960-6460

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SFMG ADV 2A (9/12/2025)

Regulatory assets under management

Total Number of Accounts	3,983
AUM (Assets Under Management)	$ 2,524,709,134

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/31/2025	Cover Page	Report
03/29/2024	Cover Page	Report
03/02/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Crystal L. Billing

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Crystal Leigh Billing's CRS (Customer Relationship Summary).

Certified licenses

Experience

CFO4LIFE, L.P.

AUSDAL FINANCIAL PARTNERS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SPECTRUM STRATEGIES, L.L.C.

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

SFMG WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/22/2002

SIE

Date: 4/12/2016

Series 7

Date: 7/24/2002

Series 24

Date: 4/13/2011

Current Firm

SFMG WEALTH ADVISORS

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SFMG WEALTH ADVISORS

TRUST BUT VERIFY

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