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Angelica W

Series 63, Series 66

Au Train, MI

RFG Advisory, LLC

Angelica Walter is a financial advisor at RFG Advisory, LLC with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Raymond James and Associates and Wells Fargo. Outside of her advisory role, she volunteers as the bookkeeper and program manager for Prodigal Preacher International, a nonprofit providing food and education to children in Kenya and Uganda. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, retirement consulting, and access to alternative investments, utilizing a range of model strategies and third-party platforms.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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