Rashad Johnson
Investment adviser representative at Rfg Advisory, LLC
13 yearsExperience
2 statesRegistered in
$8BFirm assets
12 yearsFirm in business
Are you Rashad Johnson? Claim your profile
Contact this firm
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
13 years in the industry.
- Rfg Advisory, LLCAug 2025 to now
- Private Client ServicesJun 2024 to now
- Rfg Advisory dba WfaJun 2024 to now
- The Lightwork Experience LLCOct 2021 to Jun 2024
- Ksla News 12Jan 2011 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser 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
- 7946672
- Firm CRD
- 158401