Donica D Masterson - ruano
Investment adviser representative at Rfg Advisory, LLC
11 yearsExperience
1 stateRegistered in
$8BFirm assets
12 yearsFirm in business
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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
11 years in the industry.
- Rfg Advisory, LLCJul 2026 to now
- Onedigital Investment Advisors LLCSep 2025 to now
- Orion Portfolio SolutionsMar 2025 to Sep 2025
- Brinker Capital SecuritiesMar 2023 to Sep 2025
- HomemakerDec 2022 to Mar 2023
- Quest AgencyDec 2022 to Dec 2022
- Authentic Land TransferSep 2021 to Dec 2022
- Viaggio WealthJan 2020 to Sep 2021
- Provident WealthJun 2019 to Jan 2020
- HomemakerJan 2019 to Jun 2019
- Waterway Wealth ManagementJul 2017 to Jan 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 2640774
- Firm CRD
- 158401