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Michael Kent Lemich

RFG HOLDINGS INC.·ARGYLE, Texas
SIE, Series 7, Series 24, Series 66CFPClean record9 years registeredRFG HOLDINGS INC.
130 OLD TOWN BLVD. SOUTH, ARGYLE, TX 76226CRD# 6218975Firm CRD# 173862

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Kent Lemich · ARGYLE, TX
Registration
CRD #6218975 · RFG HOLDINGS INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

RFG WEALTH ADVISORY
Jul 2018 – present
SAGEPOINT FINANCIAL, INC.
Jan 2017 – Jul 2018
FLOWER MOUND, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · January 18, 2017
Years registered · 9
Professional designation · CFP
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. →
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05

Frequently Asked Questions

What services does Michael Kent Lemich offer?
Michael Kent Lemich specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARGYLE, Texas for a consultation.
What are Michael Kent Lemich's credentials?
Michael Kent Lemich holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Kent Lemich located?
Michael Kent Lemich is based in ARGYLE, Texas, working with RFG HOLDINGS INC.. Their office serves clients in the ARGYLE metropolitan area and surrounding communities.
How does Michael Kent Lemich charge for services?
Michael Kent Lemich'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.

Christopher Todd Robinson
ARGYLE, TX
ChFC
Emilio Leo Gonzalez
ARGYLE, TX

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