Rgt Wealth Advisors

Rgt Wealth Advisors (CRD# 104953) is a financial advisory firm headquartered in Dallas, TX. They manage $3,851,237,604 in 4,366 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,851
    MILLION
  • Total Number of Accounts
    4,366
    ACCOUNTS
  • Average Account Value
    $882,097
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AZ, CA, CO, FL, LA, NE, NJ, NY, OK, TN, TX

Financial Advisors at Rgt Wealth Advisors
Showing 1 - 10 of 22 top financial advisors.
1
Karina J. Harrison
CRD#: 5073356
5950 Sherry Lane, Ste. 600, Dallas, TX 75225
96
Wealthminder
score

Karina Harrison (CRD# 5073356) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 12 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.

2
Adam C. Goldenberg
CRD#: 4447619
5950 Sherry Lane, Ste. 600, Dallas, TX 75225
93
Wealthminder
score

Adam Goldenberg (CRD# 4447619) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 13 years of experience in the finance industry.

3
Christopher J. Rachfal
CRD#: 6297523
5950 Sherry Lane, Ste. 600, Dallas, TX 75225
93
Wealthminder
score

Christopher Rachfal (CRD# 6297523) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 3 years of experience in the finance industry.

4
Brent A. Anderson
CRD#: 6451634
5950 Sherry Lane, Ste. 600, Dallas, TX 75225
90
Wealthminder
score

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.

5
Krista L. Anderson
CRD#: 6448136
5950 Sherry Lane, Ste. 600, Dallas, TX 75225
90
Wealthminder
score

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.

6
Jessica L. Boghetich
CRD#: 6464719
5950 Sherry Lane, Ste. 600, Dallas, TX 75225
90
Wealthminder
score

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.

7
Frank F. Fairbanks
CRD#: 6458086
5950 Sherry Lane, Ste. 600, Dallas, TX 75225
90
Wealthminder
score

Frank Fairbanks (CRD# 6458086) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has 1 year of experience in the finance industry. Frank Fairbanks 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
Mary E. Guidry
CRD#: 5573149
5950 Sherry Lane, Ste. 600, Dallas, TX 75225
90
Wealthminder
score

Mary Guidry (CRD# 5573149) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has 1 year of experience in the finance industry.

9
Gregory T. Bone
CRD#: 2852444
5950 Sherry Lane, Ste. 600, Dallas, TX 75225
86
Wealthminder
score

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.

10
Jeremy J. Hudson
CRD#: 4337271
5950 Sherry Lane, Ste. 600, Dallas, TX 75225
86
Wealthminder
score

Jeremy Hudson (CRD# 4337271) is an Investment Advisor Representative working at Rgt Wealth Advisors in Dallas, TX and has over 17 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.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.