Rgt Wealth Advisors
Rgt Wealth Advisors (CRD# 104953) is a financial advisory firm headquartered in Dallas, TX. They manage $4,361,607,213 in 4,930 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management4,362MILLION
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Total Number of Accounts4,930ACCOUNTS
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Average Account Value$884,707
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, LA, NE, NJ, NY, OK, TN, TX
Gregory Bone (CRD# 2852444) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 20 years of experience in the finance industry.
Braden Cole (CRD# 5548177) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 8 years of experience in the finance industry.
Karina Harrison (CRD# 5073356) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 11 years of experience in the finance industry. Karina Harrison 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.
Jeremy Hudson (CRD# 4337271) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 16 years of experience in the finance industry. Jeremy Hudson 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.
Joanna Jadlow (CRD# 4793164) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 13 years of experience in the finance industry. Joanna Jadlow 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.
Kenneth McClanahan (CRD# 1349995) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 32 years of experience in the finance industry. Kenneth McClanahan 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.
Ryan McGuire (CRD# 5435181) is an Investment Advisor Representative working at Rgt Wealth Advisors in Irvine, CA and has over 9 years of experience in the finance industry. Ryan McGuire 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.
Michael Shockley (CRD# 1932325) is an Investment Advisor Representative working at Rgt Wealth Advisors in Irvine, CA and has over 28 years of experience in the finance industry. Michael Shockley 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.
Adam Goldenberg (CRD# 4447619) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 12 years of experience in the finance industry.
Mark Griege (CRD# 1552428) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 29 years of experience in the finance industry.