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Richard K

Series 66

Austin, TX

RFG Advisory, LLC

Richard King is a financial advisor with RFG Advisory, LLC in Austin, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley, Equitable Advisors, and Bayou Bridge Capital Advisors. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a combination of actively managed and passive strategies, direct indexing, tax-aware approaches, and alternative investments.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Richard L

Series 63, Series 65

Austin, TX

RFG Advisory, LLC

Richard Lewins is a financial advisor with RFG Advisory, LLC in Austin, TX, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked at RFG Advisory’s ARIV Wealth since 2021 and operates Lewins Law, a litigation law firm he founded in 2009. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion across more than 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party investment strategies, emphasizing risk-managed, tax-aware approaches and serving a broad client base including individuals, institutions, and investment companies.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Anita W

Series 66

Austin, TX

RFG Advisory, LLC

Anita Wiggins is a financial advisor with RFG Advisory, LLC in Austin, TX, holding a Series 66 designation and 17 years of industry experience. She has worked at RFG Advisory since 2021 and previously at Lion Street Financial and Integrated Wealth Strategies. Outside of advising, she is an attorney involved in legal services and also holds insurance agent roles related to life, health, property, casualty, and equine insurance. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, including tax-aware and risk-managed approaches, and serves a diverse client base with financial planning, portfolio management, and alternative investment options.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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