Gregg Indovina (CRD# 4662849) is an Investment Advisor Representative working at Rfg Advisory, LLC in Englewood, CO and has over 20 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rfg Advisory, Llc D/b/a Design Wealth Advisors | Englewood, CO | Jan 2023 - Current | 1 |
| Accelerated Wealth Advisors LLC | Colorado Springs, CO | Apr 2017 - Jan 2023 | 5 |
| Accelerated Wealth Advisors, LLC | Colorado Springs, CO | Jan 2015 - Jan 2023 | 8 |
| Online Trading Academy | Irvine, CA | Nov 2009 - Nov 2017 | 8 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2007 - Dec 2014 | 7 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2007 - Dec 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2003 |
- CO
- TX
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Total Assets Under Management3,859MILLIONS
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Total Number of Accounts17,871ACCOUNTS
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Average Account Value$215,951
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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