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Gibson Lee Bosworth

Investment adviser representative at Rfg Advisory, LLC
12 yearsExperience
1 stateRegistered 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

12 years in the industry.

  1. Rfg Advisory, LLCApr 2019 to now
  2. Fisher InvestmentsJun 2018 to Feb 2019
  3. Jim N Nick's Community BbqJun 2015 to Nov 2016
  4. University of AlabamaAug 2014 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 1 state (AL).

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
7025737
Firm CRD
158401
Advisor's SEC record (opens in a new tab)
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