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Emilio Leo Gonzalez

RFG HOLDINGS INC.·ARGYLE, Texas
SIE, Series 7, Series 66Clean record10 years registeredRFG HOLDINGS INC.
130 OLD TOWN BLVD. SOUTH, ARGYLE, TX 76226CRD# 6252559Firm CRD# 173862

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Emilio Leo Gonzalez · ARGYLE, TX
Registration
CRD #6252559 · RFG HOLDINGS INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

RFG WEALTH ADVISORY
Oct 2016 – present
LPL FINANCIAL LLC
Feb 2018 – Jun 2018
ARGYLE, TX
INVEST FINANCIAL CORPORATION
Sep 2015 – Feb 2018
LANTANA, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · September 10, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RFG HOLDINGS INC.
CRD 173862 · SEC 801-112697
AUM
$273M
Regulatory assets under management
Employees
6
930 client accounts
Services offered by RFG HOLDINGS INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RFG HOLDINGS INC. →
Introduction

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05

Frequently Asked Questions

What services does Emilio Leo Gonzalez offer?
Emilio Leo Gonzalez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARGYLE, Texas for a consultation.
What are Emilio Leo Gonzalez's credentials?
Emilio Leo Gonzalez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Emilio Leo Gonzalez located?
Emilio Leo Gonzalez is based in ARGYLE, Texas, working with RFG HOLDINGS INC.. Their office serves clients in the ARGYLE metropolitan area and surrounding communities.
How does Emilio Leo Gonzalez charge for services?
Emilio Leo Gonzalez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RFG HOLDINGS INC.?
RFG HOLDINGS INC. has approximately 6 employees and manages $273M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RFG HOLDINGS INC.

Michael Kent Lemich
ARGYLE, TX
CFP
Christopher Todd Robinson
ARGYLE, TX
ChFC

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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