Ahmad M Quqa
Investment adviser representative at Rfg Advisory, LLC
14 yearsExperience
3 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
14 years in the industry.
- Rfg Advisory, LLCFeb 2024 to now
- Private Client ServicesFeb 2024 to now
- Rfg Advisory, LLC dba Crescent Private WealthFeb 2024 to now
- Edward JonesJan 2017 to Feb 2024
- Fa InvestJul 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (IN, NC, 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
- 6737928
- Firm CRD
- 158401