WFG Investments, Inc.  |  WFG Advisors, LP 

WFG Strategic Alliance, Inc.  |  WFG Capital, Inc.

WFG Investments, Inc. is a full-service broker/dealer offering transactional brokerage support services and a broad spectrum of investment products. Such products include stocks, bonds, options, mutual funds, unit investment trusts, government securities, brokered CDs, retirement accounts and cash management services through its clearing firms including: check-writing and credit card services, online bill payment and electronic wire transfers.

Transactions are cleared through Fidelity's National Financial Services (NFS) and Bank of New York's Pershing LLC, two of the most respected firms in the financial services industry. Both firms provide brokers and advisors with direct access to major trading exchanges and other clearing services.

The financial strength and stability of WFG and our clearing partners, combined with SIPC coverage and excess SIPC coverage, provide you with the assurance you need to feel confident about the security of your investments.

WFG Investments is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

WFG Advisors, LP is a Registered Investment Advisor, providing asset management for individual clients who prefer a fee-based payment structure.

WFG Advisors offers a "WRAP", or fee-based account, that utilizes all traditional financial products. The account is not charged commissions, but an annual fee based upon asset values. Clients may self-manage their wrap account or give discretionary authority to a professional money manager. Assets such as individual stocks, bonds, mutual funds, trusts and other types of investments may be used in the fee-based program to create the investment portfolio.

If you prefer your accounts to be managed by a third party professional money manager on a discretionary basis, WFG Advisors offers an investment program that avails all clients some of the best independent investment advisors in the country. This program can be offered on a commission or fee-based system, and produces quarterly reviews that monitor the asset manager's performance versus market indices and peer group managers.

WFG Advisors is registered with the Securities and Exchange Commission (SEC).
A copy of the ADV Part II is available upon request at 12221 Merit Dr. Suite 300 Dallas, Texas 75251

WFG Strategic Alliance, Inc. is a licensed insurance agency, providing insurance-based investment products. Wealth management products and services include estate planning, financial planning, traditional and variable life insurance, fixed and variable annuities, IRAs/SEPs and bank-owned life insurance.

WFG Strategic Alliance has formed an alliance with Insurance Designers, a large independent MGA insurance agency. Jointly we can provide sophisticated insurance and estate planning solutions from our home office in Dallas and several offices across the nation. WFG represents virtually every significant provider of insurance worldwide and are equipped to provide you with the best insurance products available in the market place.

WFG Capital, Inc. is a corporation providing alternative investments for accredited investors. Products include limited partnerships and other alternative investment products.