Kashif
Osman
Rfg Advisory, LLC
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About this Advisor
Kashif Osman is a financial advisor based in Cary, North Carolina, working with Rfg Advisory, LLC. Kashif has previously held positions at Islamic Association Of Raleigh, North Carolina Democratic Party, Wake Tech/North Carolina Central, and Rfg Advisory LLC Dba Crescent Private Wealth. Kashif has passed the Series 65 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Kashif is part of Rfg Advisory, LLC, which operates out of Cary, North Carolina. The firm has 61 offices and 277 employees. The firm manages assets totaling $4.9 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Rfg Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rfg Advisory, LLC Brokerage Details
$4,935,921,361
277
21,585
$228,674
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kashif Osman Work History
Rfg Advisory LLC Dba Crescent Private Wealth
Islamic Association Of Raleigh
North Carolina Democratic Party
Wake Tech/North Carolina Central
Disclosures
Please visit the SEC profile of Kashif Osman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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