Gabriel Franklin Cook
Investment adviser representative at Rfg Advisory, LLC
16 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
16 years in the industry.
- Rfg Advisory, LLCMar 2026 to now
- Rfg Advisory LLC dba Bayview Private WealthMar 2026 to now
- Pinnacle BankJan 2026 to Mar 2026
- Synovus Securities, Inc.Jan 2026 to Mar 2026
- Wells Fargo Clearing Services, LLCAug 2025 to Jan 2026
- Elevate Financial Planning and Wealth ManagementSep 2024 to Dec 2024
- Wells Fargo Bank, NAAug 2024 to Jan 2026
- AflacJun 2024 to Aug 2024
- Auburn UniversityAug 2023 to May 2025
- TruistAug 2023 to May 2024
- SynovusAug 2022 to Jun 2023
- UnemployedMay 2022 to Aug 2022
- Columbus State UniversityAug 2021 to Aug 2023
- Green Island Country ClubAug 2021 to May 2022
- Callaway Resort & GardensApr 2021 to Aug 2021
- D.A. Turner Branch YmcaOct 2020 to Mar 2021
- Callaway Resort & GardensJun 2020 to Sep 2020
- Harris County School DistrictAug 2010 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8144029
- Firm CRD
- 158401