CR
Christopher T. Robinson
RFG WEALTH ADVISORY
Argyle, TX 76226
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CRD#: 2582006
CR
Professional summary
Christopher Todd Robinson, who also goes by Chris Robinson, is a registered financial advisor currently at RFG WEALTH ADVISORY located in Argyle, Texas.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Christopher has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Robinson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
~(1.) Insurance Agent - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 1%. ~(2.) Chris Robinson Real Estate, Inc. - Not Investment Related - 130 Old Town Blvd., South, Argyle, TX 76226 - Real Estate Rental - Owner - Start date: 05/2014. ~(3.) RFG Holdings Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start date: 05/2014. ~(4.) RFG West Real Estate, LTD. & RFG West Land Operating, LLC - Not Investment Related - Business Owner - At Reported Business Location(s) - Start Date 03/2024 - 10 hours per month/ 0 hours during trading. ~(5.) RFG Holdings Inc. dba RFG Wealth Advisory - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - President/Chief Compliance Officer, started 12/2014; Investment Adviser Representative, started 05/05/2015 - Approximately 120 hours/month with all hours during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Todd Robinson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 5, 2015 - Present
RFG WEALTH ADVISORY
Office #1: 130 Old Town Blvd. South Suite 100, Argyle, TX 76226RIA
CRD#: 173862
Argyle, TX
Past
February 14, 2018 - June 1, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
ARGYLE, TX
Past
February 14, 2018 - September 25, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
ARGYLE, TX
Past
December 4, 2003 - February 14, 2018
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
DALLAS, TX
Past
December 4, 2003 - February 14, 2018
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
DALLAS, TX
Past
September 21, 2000 - December 11, 2003
VERAVEST INVESTMENT ADVISORS, INC.
RIA
CRD#: 105796
DALLAS, TX
Past
January 25, 1995 - December 10, 2003
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RW
RFG WEALTH ADVISORY
RFG HOLDINGS INC. | RFG WEALTH MANAGEMENT | RFG WEALTH ADVISORY | RFG ROBINSON FINANCIAL GROUP, LLC
CRD#: 173862 / SEC#: 801-112697
RIA
Registered Investment Advisory firm - (3/26/2018 Approved)Louisiana
Registered Investment Advisory firm - (4/5/2018 Terminated)Texas
Registered Investment Advisory firm - (4/3/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(3/13/2017)
IAR
Texas(5/5/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RW
RFG WEALTH ADVISORY
RFG HOLDINGS INC. | RFG WEALTH MANAGEMENT | RFG WEALTH ADVISORY | RFG ROBINSON FINANCIAL GROUP, LLC
CRD#: 173862 / SEC#: 801-112697
RIA
Registered Investment Advisory firm - (3/26/2018 Approved)Louisiana
Registered Investment Advisory firm - (4/5/2018 Terminated)Texas
Registered Investment Advisory firm - (4/3/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Old Town Blvd. South Suite 100, Argyle, TX 76226
Mailing Address
Phone number
(940) 464-4104
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,120 |
| AUM (Assets Under Management) | $ 371,278,268 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
