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Mark G

Series 63, Series 65

College Station, TX

RFG Advisory, LLC

Mark Green is a financial advisor at RFG Advisory, LLC with 32 years of industry experience. He previously worked at Wells Fargo from 2012 to 2019 and has been with RFG Advisory since 2019. Outside of his advisory work, he serves as a board member and secretary for the Brazos Valley Council for Alcohol and Substance Abuse and participates in local football radio broadcasting as a play-by-play and color analyst. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutions. The firm employs a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, offering a range of investment and consulting services along with access to proprietary and third-party model strategies.

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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