Gibson Lee Bosworth

Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 02/2019
  Fisher Investments
  Plano, TX
• 08/2014 → 05/2018
  University Of Alabama
  Tuscaloosa, AL
• 06/2015 → 11/2016
  Jim N Nick'S Community Bbq
  Tuscaloosa, AL
• 04/2019 → Present
  Rfg Advisory, Llc
  Vestavia Hills, AL

Previous Registrations

• 2018-10-30 → 2019-02-08
  Fisher Investments
  Plano, TX
  Plano, TX

Other Businesses

Owner/Operator (01/2018 - Present) of GLB Photography, a non investment related freelance photography business located in Springville, AL. Activity represents approximately 10-20 hours per month outside of normal trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-29