Matthew Joseph Leahy
Investment adviser representative at Rfg Advisory, LLC
17 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
17 years in the industry.
- Rfg Advisory, LLCApr 2019 to now
- Private Client ServicesApr 2019 to now
- Rfg Advisory, LLC dba Investor's ResourceApr 2019 to now
- Investor's ResourceMay 2016 to now
- Raymond James Financial Services Advisors Inc.Jan 2016 to now
- MattnlinaJul 2015 to now
- Raymond James Financial ServicesAug 2015 to Apr 2019
- Vehicle Value PartsMar 2015 to Dec 2018
- Calhoun Community CollegeAug 2009 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (AL, 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
- 6497048
- Firm CRD
- 158401