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Lee C
CFP®, Series 66
San Francisco, CA
RFG Advisory, LLC
Lee Crocker is a CFP® professional with 19 years of industry experience. He is currently a financial advisor at RFG Advisory, LLC, where he has worked since 2018. Prior to this, he held roles at Bank of America and Merrill from 2009 to 2018. Crocker is also a founding partner of Landscape Wealth Advisors, LLC. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a range of clients including investment companies and state and municipal entities.
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