Rfg Wealth Advisory

Rfg Wealth Advisory (CRD# 173862) is a financial advisory firm headquartered in Argyle, TX. They manage $123,000,000 in 267 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    267
    ACCOUNTS
  • Average Account Value
    $460,674
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Rfg Wealth Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Donald M. Norman
CRD#: 4203948
130 Old Town Blvd. South, Suite 100, Argyle, TX 76226
93
Wealthminder
score

Donald Norman (CRD# 4203948) is an Investment Advisor Representative working at Rfg Wealth Advisory in Argyle, TX and has over 17 years of experience in the finance industry.

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