Peter Bennet Mccleskey
Investment adviser representative at Rfg Wealth Advisory
14 yearsExperience
1 stateRegistered in
$476.7MFirm assets
8 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Quest Investment Portfolio Management, LimitedAug 2026 to now
- Rfg Wealth AdvisoryJun 2026 to now
- Rfg Holdings, Inc.Jun 2026 to now
- UnemployedNov 2025 to Jun 2026
- Kha AccountantsNov 2012 to Oct 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Rfg Wealth Advisory
Legal name: Rfg Holdings Inc.
$476.7MAssets managed
446Clients
8Advisers
8 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
- 8294372
- Firm CRD
- 173862