Rjg Financial

Rjg Financial (CRD# 114799) is a financial advisory firm headquartered in Dallas, TX. They manage $48,646,255 in 257 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6403 Shakespeare Place, Dallas, TX 75252
https://www.linkedin.com/in/rich-greenfield-382324
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $189,285
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Rjg Financial
Showing 1 - 1 of 1 top financial advisors.
1
Richard Greenfield, financial advisor Dallas TX
Richard J. Greenfield
CRD#: 2171402
6403 Shakespeare Place, Dallas, TX 75252

Richard Greenfield (CRD# 2171402) is an Investment Advisor Representative working at Rjg Financial in Dallas, TX and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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