Raymond E Hart
Investment adviser representative at Rfg Advisory, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8BFirm assets
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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
12 years in the industry.
- Rfg Advisory, LLCJan 2024 to now
- Rfg Advisory, LLC dba Confidence Financial PartnersJan 2024 to now
- Magellan FederalSep 2023 to now
- Accelerated Wealth Advisors, LLCJul 2021 to Jan 2024
- Accelerated Wealth, LLCJul 2021 to Jan 2024
- Zeiders EnterprisesSep 2020 to May 2023
- USAA Investment Services CompanyJan 2018 to Jul 2020
- USAA Financial Planning ServicesMay 2014 to Jul 2020
- USAA Financial Advisors IncMay 2014 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
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
- 6333498
- Firm CRD
- 158401