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INVESTMENT ADVISORY

  • 1 h
  • Wild Basin Road South

Service Description

The decisions you make today regarding your finances are the roadmap to a successful and prosperous life. We make sure your long-term investment strategy is aligned with your family’s financial life goals, time horizons and tolerance for risk. As independent fee-based advisors, we provide low cost access to investment managers as well as direct and private investments.


Contact Details

  • Wild Basin II, 108 Wild Basin Road South suite 250, Austin, TX, USA

    +1 (512) 626-8426

    lynnewiggins@yahoo.com


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9442 N Capital of Texas Hwy
Plaza I, Suite 500
Austin, Texas 78759

512-663-9555

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All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

 

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor.ARIV Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

 

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

 

RFG Advisory Part 3, Form CRSRFG Advisory Form ADV, Part 2A, Investment Advisor Public DisclosureRFG Advisory Privacy Policy

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