Azaz Mehmood
Investment adviser representative at Rfg Advisory, LLC
10 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
10 years in the industry.
- Rfg Advisory, LLCJun 2024 to now
- Rfg Advisory, LLC dba Crescent Private WealthJun 2024 to now
- Edward JonesAug 2023 to Jun 2024
- UnemployedJan 2023 to Jul 2023
- The Clinical ExchangeJan 2022 to Dec 2022
- UnemployedAug 2021 to Dec 2021
- Indiana University Purdue University IndianapolisJan 2020 to Aug 2021
- Uber TechnologiesDec 2018 to Jan 2020
- Ross UniversityAug 2016 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7790982
- Firm CRD
- 158401