Rgt Wealth Advisors

Rgt Wealth Advisors (CRD# 104953) is a financial advisory firm headquartered in Dallas, TX. They manage $4,335,439,040 in 4,059 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,335
    MILLION
  • Total Number of Accounts
    4,059
    ACCOUNTS
  • Average Account Value
    $1,068,105
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • 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.

CA, CO, FL, GA, LA, NE, NY, OK, TX

Financial Advisors at Rgt Wealth Advisors
Showing 1 - 10 of 22 top financial advisors.
1
Todd R. Amacher
CRD#: 5487056
5950 Sherry Lane, Ste. 600, Dallas, TX 75225

Todd Amacher (CRD# 5487056) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has 1 year of experience in the finance industry. Todd Amacher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brent A. Anderson
CRD#: 6451634
5950 Sherry Lane, Ste. 600, Dallas, TX 75225

Brent Anderson (CRD# 6451634) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has 1 year of experience in the finance industry.

3
Krista L. Anderson
CRD#: 6448136
5950 Sherry Lane, Ste. 600, Dallas, TX 75225

Krista Anderson (CRD# 6448136) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has 1 year of experience in the finance industry. Krista Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jessica L. Boghetich
CRD#: 6464719
5950 Sherry Lane, Ste. 600, Dallas, TX 75225

Jessica Boghetich (CRD# 6464719) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has 1 year of experience in the finance industry. Jessica Boghetich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Gregory T. Bone
CRD#: 2852444
5950 Sherry Lane, Ste. 600, Dallas, TX 75225

Gregory Bone (CRD# 2852444) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 23 years of experience in the finance industry.

6
John A. Bricker
CRD#: 4371527
5950 Sherry Lane, Ste. 600, Dallas, TX 75225

John Bricker (CRD# 4371527) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has 1 year of experience in the finance industry.

7
Brian M. Cloud
CRD#: 5762919
5950 Sherry Lane, Suite 600, Dallas, TX 75225

Brian Cloud (CRD# 5762919) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has 1 year of experience in the finance industry. Brian Cloud has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Adam C. Goldenberg
CRD#: 4447619
5950 Sherry Lane, Ste. 600, Dallas, TX 75225

Adam Goldenberg (CRD# 4447619) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 15 years of experience in the finance industry.

9
Mark C. Griege
CRD#: 1552428
5950 Sherry Lane, Suite 600, Dallas, TX 75225

Mark Griege (CRD# 1552428) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 32 years of experience in the finance industry.

10
Cassandra H. Guerrero
CRD#: 6223445
5950 Sherry Lane, Ste. 600, Dallas, TX 75225

Cassandra Guerrero (CRD# 6223445) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 6 years of experience in the finance industry. Cassandra Guerrero has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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