George Derek Berridge
Investment adviser representative at Rfg Advisory, LLC
21 yearsExperience
3 statesRegistered in
$8BFirm assets
12 yearsFirm in business
Are you George Derek Berridge? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Rfg Advisory, LLCNov 2025 to now
- Rfg Advisory LLC dba Blue Sands WealthNov 2025 to now
- Wells Fargo Clearing Services, LLCApr 2024 to now
- Wells Fargo Bank, NAMar 2024 to now
- Valley ClubJul 2023 to Mar 2024
- UnemployedDec 2022 to Jul 2023
- Citigroup Global Markets IncNov 2021 to Dec 2022
- UnemployedNov 2020 to Oct 2021
- Nuveen InvestmentsOct 2005 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (CA, ID, TX).
Rfg Advisory, LLC
$8BAssets managed
17,410Clients
188Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2481751
- Firm CRD
- 158401