Brandon L Wilson
Investment adviser representative at Rfg Advisory, LLC
14 yearsExperience
2 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, LLCMay 2025 to now
- Private Client Services, LLCJun 2024 to now
- UnemployedDec 2023 to Jun 2024
- Indianapolis ColtsNov 2023 to Dec 2023
- UnemployedJan 2023 to Nov 2023
- Cincinnati BengalsMay 2017 to Jan 2023
- UnemployedJun 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 7946670
- Firm CRD
- 158401