Rjg Financial

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).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    176
    ACCOUNTS
  • Average Account Value
    $169,730
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

TX

Financial Advisors at Rjg Financial
Showing 1 - 1 of 1 top financial advisors.
1
Richard J. Greenfield
CRD#: 2171402
17440 N. Dallas Parkway, Suite 102, Dallas, TX 75287
96
Wealthminder
score

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.

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