Rjg Financial (CRD# 114799) is a financial advisory firm headquartered in Dallas, TX. They manage $29,872,553 in 176 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts176ACCOUNTS
Average Account Value$169,730
- 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
Richard Greenfield (CRD# 2171402) is an Investment Advisor Representative working at Rjg Financial in Dallas, TX and has over 26 years of experience in the finance industry. Richard Greenfield 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.