David W. White

SFMG WEALTH ADVISORS

PLANO, TX 75093

Some features on this profile are disabled

CRD#: 735931

Professional summary

David Wayne White is a registered financial advisor currently at SFMG WEALTH ADVISORS located in Plano, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. David has worked at 7 firms and has passed the Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 David Wayne White'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®

None

Experience

Current

May 29, 2002 - Present

SFMG WEALTH ADVISORS

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

RIA

CRD#: 107548

PLANO, TX

Past

January 20, 2004 - April 6, 2009

PERRYMAN SECURITIES, INC.

CRD#: 116502

DALLAS, TX

Past

May 16, 2003 - December 31, 2003

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

DALLAS, TX

Past

January 4, 2002 - July 3, 2002

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

February 15, 2000 - January 4, 2002

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

DALLAS, TX

Past

August 16, 1990 - November 5, 1999

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

September 1, 1987 - August 15, 1990

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

February 6, 1984 - September 15, 1987

LOWRY FINANCIAL SERVICES CORPORATION

CRD#: 7291

Past

August 12, 1981 - February 13, 1984

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

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
(5/29/2002)

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

Series 63

Date: 12/21/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/23/1992

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 3/5/1982

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 8/10/1981

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/24/1992

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

Garland, TX

Jonathan Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

IAR

DALLAS, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

David W. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Wayne White's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERRYMAN SECURITIES, INC.

MOMENTUM INDEPENDENT NETWORK INC.

GROVE POINT INVESTMENTS, LLC

MOMENTUM INDEPENDENT NETWORK INC.

MONY SECURITIES CORPORATION

GROVE POINT INVESTMENTS, LLC

LOWRY FINANCIAL SERVICES CORPORATION

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

SFMG WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 12/21/1981

Series 7

Date: 4/23/1992

Series 22

Date: 3/5/1982

Series 6

Date: 8/10/1981

Series 24

Date: 7/24/1992

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

Similar Advisors