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Brian W
Series 65
Lehi, UT
RFG Advisory, LLC
Brian Ward is a financial advisor at RFG Advisory, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at RFG Advisory dba Capstone Wealth, LLC since 2026. His prior experience includes roles at B.O.S.S. Retirement Solutions, LLC, B.O.S.S. Retirement Advisors, LLC, and Global Financial Private Capital, Inc. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutions. The firm manages approximately $8 billion, employing a mix of actively managed and passive strategies with a focus on risk management, and offers access to proprietary and third-party investment solutions, including alternative investments and annuity management.
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