Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
415 clients
Average Client Portfolio
$913K average
Assets Under Management
$379.0M

Fee Structure

Minimum Investment:None
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Location

13760 Noel Road, Suite 300, Dallas, TX, 75240

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Murphy & Sylvest
May 2025 - Present · 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Wesley Fulbright Mcmillan - Financial Advisor | TrueAdvisor