published: October, 26th 2018
RFG Advisory Welcomes San Francisco Advisor, Lee Crocker of Landscape Wealth Advisors to its growing platform of Independent Financial Advisors.
Birmingham, AL, October 26, 2018/ PR Newswire/-- RFG Advisory announces that Landscape Wealth led by Lee Crocker is now part of the RFG community. The team, with an office in San Francisco, will establish a West Coast presence for RFG.
“RFG offers established wealth management advisors like Lee Crocker the benefits of scale, the power of a sophisticated platform, and the camaraderie of community,” said RFG CEO Bobby White. “We are excited about expanding our footprint nationally.”
“In determining the best path forward for our clients, we considered a number of options, including establishing a fully-independent RIA,” said Mr. Crocker. “We chose to affiliate with RFG largely based on the power of its platform and the superior capabilities it brings to our business.” Mr. Crocker has been an advisor with Bank of America Merrill Lynch for 9 years and has been serving clients since 2007. His clients include successful business owners, executives, closely-held businesses, families, and retirees in the Bay area and across the country. “RFG’s culture and values are firmly aligned with our vision,” Crocker continued, “Their commitment to putting the needs of the clients first at all times, reflects our approach to serving our clients.”
About RFG Advisory
Named a Top 300 RIA in the U.S. by the Financial Times, RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory delivers to advisors a turn-key integrated technology platform to manage their practice and an institutional-caliber investment management. RFG Advisory’s services include comprehensive wealth management, financial plan consulting and personalized 1-1 financial life management for families, individuals, executives and entrepreneurs. Investment advice offered through RFG Advisory Group, a registered investment advisor.
About Private Client Services
PCS was founded in 2001, has more than 90 branches across the U.S. and serves hybrid Registered Investment Advisors and dually-registered IARs with a personalized level of service. PCS partners with Pershing, LLC, the industry’s largest clearing firm, to clear transactions and custody assets, allowing PCS to support the contemporary technology products and services at RFG. Private Client Services’ home office is located at 2225 Lexington Road, Louisville, KY 40206. Member FINRA/SIPC. www.landscapewealth.com