Joshua Lawrence Szyman
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, LLCNov 2025 to now
- Private Client ServicesNov 2025 to now
- Rfg Advisory LLC dba Cambium Wealth PartnersNov 2025 to now
- Cambium Tax Planners, LLCOct 2025 to now
- Cambium Law GroupAug 2023 to now
- Cambium WealthSep 2014 to now
- Independent Financial GroupAug 2015 to Nov 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6385194
- Firm CRD
- 158401