Ian Douglas Macclure
Investment adviser representative at Rfg Advisory, LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Rfg Advisory, LLCOct 2024 to now
- Private Client ServicesOct 2024 to now
- Rfg Advisory, LLC dba Copper Pass AdvisoryOct 2024 to now
- Raymond James & AssociatesJun 2018 to Oct 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2018
- Wells Fargo Advisors, LLCDec 2013 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6285804
- Firm CRD
- 158401