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Matthew J
CFP®, Series 66
Shreveport, LA
RFG Advisory, LLC
Matthew Johnson is a CFP®-certified financial advisor with 12 years of industry experience. He currently works at RFG Advisory, LLC and has prior experience at LPL Financial LLC and Capital One Investment Services. Outside of his advisory role, he manages his own business entities related to investment activities for tax purposes. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm employs a primarily discretionary investment approach utilizing model strategies and third-party platforms, and serves as a sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.
Stephen C
ChFC®, Series 66
Shreveport, LA
RFG Advisory, LLC
Stephen Carney is a financial advisor with RFG Advisory, LLC in Shreveport, LA, holding the ChFC® designation and Series 66 license. He has 27 years of industry experience, including roles at Capital One Financial Advisors and LPL Financial. Carney is also the owner of Carney Wealth Management, LLC. RFG Advisory provides investment advisory and planning services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments and annuity platforms, with a focus on model strategies and third-party platforms.
Dany M
Series 63, Series 66
Shreveport, LA
RFG Advisory, LLC
Dany Martin Jr. is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at RFG Advisory since 2015 and previously at LPL Financial, LLC from 2014 to 2018. Outside of his advisory role, he serves as a board member for Junior Achievement of North Louisiana and is involved with the nonprofit Holy Angels Champions. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm primarily manages discretionary portfolios using a variety of model strategies and third-party platforms, and it acts as sub-adviser to multiple ETFs while also serving investment companies and government entities.
Rashad J
Series 63, Series 65
Shreveport, LA
RFG Advisory, LLC
Rashad Johnson is a financial advisor at RFG Advisory, LLC with one year of industry experience. His prior career includes ten years at KSLA News 12 and three years at The LightWork Experience LLC. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, employing a range of model strategies and third-party platforms.
Brandon W
Series 66
Shreveport, LA
RFG Advisory, LLC
Brandon Wilson is a Series 66-licensed financial advisor with RFG Advisory, LLC, based in Shreveport, Louisiana, and has one year of industry experience. Prior to joining RFG Advisory, he worked with Private Client Services and spent six years with the Cincinnati Bengals. Outside of his advisory role, he serves as a director of the Bwill Foundation, which organizes football camps and community support activities. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily delivers discretionary portfolio management through a variety of model strategies, third-party platforms, and offers curated access to alternative investments and annuity platforms.
Thomas W
CFP®, Series 63
Shreveport, LA
RFG Advisory, LLC
Thomas Williams is a CFP® with 39 years of experience in the financial services industry. He is currently with RFG Advisory, LLC, where he has worked since 2015, and previously spent over two decades at LPL Financial, LLC. Williams serves as an advisory member on the Committee of 100 and holds positions on the national advisory board of Community Renewal International as well as a committee member role at First United Methodist Church. RFG Advisory, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing a range of model strategies and third-party platforms while also acting as a sub-adviser to multiple ETFs.
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