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).
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Total Assets Under Management3,851MILLION
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Total Number of Accounts4,366ACCOUNTS
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Average Account Value$882,097
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.