Ibraheem Wael Ahmad Amin

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

• 01/2025 → Present
  Rfg Advisory, Llc
  Cary, NC
• 02/2024 → 12/2024
  Crescent Private Wealth
  Cary, NC
• 01/2023 → 02/2024
  Edward Jones
  Cary, NC
• 01/2020 → 12/2022
  Coral Construction
  Apex, NC
• 06/2016 → 12/2019
  Anwar Al-Quds
  Jubail

Other Businesses

1) Crescent Private Wealth; YES; 1400 Crescent Green, Suite 100, Cary, NC 27518; DBA for brokerage, advisory and insurance activity; agent; 160 hrs/mo; 160 during trading hrs. 2) RFG Advisory; 1400 Urban Center Dr., Ste 475, Vestavia Hills, AL 35242, RIA, 160 hrs/mo; 160 during trading hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-17

Other Names

• Ibraheem Ahmadamin
• Ibraheem Ahmad Amin