Cary, NC Office

Team
Updated today

Client AUM

$5,088,002,743

Clients

17,207

Advisors

5

Of 187 advisors across 85 offices

Location

1400 Crescent Green, Ste 100

Cary NC 27518

Advisors at this office

5

Advisors at this office

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Muhammad D

Series 65

Cary, NC

RFG Advisory, LLC

Muhammad Dahnoun is a financial advisor at RFG Advisory, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining RFG Advisory, he worked at John Deere and has an academic affiliation with North Carolina State University. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a mix of actively managed and passive strategies, 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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Ibraheem A

Series 65

Cary, NC

RFG Advisory, LLC

Ibraheem Ahmad Amin is a financial advisor at RFG Advisory, LLC with one year of industry experience. He previously worked at Crescent Private Wealth and Edward Jones, and has held roles outside of finance in the construction industry and at Anwar Al-Quds. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various investment strategies including actively managed and passive models, alternative investments, and annuity management.

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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Azaz M

Series 66

Cary, NC

RFG Advisory, LLC

Azaz Mehmood is a financial advisor at RFG Advisory, LLC with two years of industry experience. He previously worked at Edward Jones and The Clinical Exchange and has held roles outside the financial sector, including positions at Indiana University Purdue University Indianapolis and Uber Technologies. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary investment 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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Ahmad Q

Series 66

Cary, NC

RFG Advisory, LLC

Ahmad Quqa is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for seven years and FA Invest for four years. He is also the founder and owner of Crescent Private Wealth and serves as an agent for Financial Independence Group, LLC. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 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 ETF/mutual fund models, direct indexing, and tax-aware strategies with a focus on risk management.

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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Kashif O

Series 65

Cary, NC

RFG Advisory, LLC

Kashif Osman is a Series 65 registered advisor with RFG Advisory, LLC, based in Cary, NC, with one year of industry experience. He has held previous roles at the Islamic Association of Raleigh and the North Carolina Democratic Party. Outside of his advisory work, he serves as a director for Samakash Limited, advising on the purchase and sale of commercial properties. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for more than 17,000 clients. The firm offers portfolio management, financial planning, and retirement plan consulting services, employing a mix of actively managed and passive strategies with a focus on risk management and tax efficiency.

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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