At Investor’s Resource and RFG Advisory, our utmost priority is safeguarding your privacy and ensuring the confidentiality of your personal and financial data. Below, you will find the steps we diligently take to maintain the security and privacy of your valuable information.


Website Content

The content on this website is developed from sources believed to provide accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.


Data & Privacy 

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.


RFG Advisory Privacy Policy – This policy is designed to safeguard the confidentiality of our client’s information. It outlines the lengths we go to protect your accounts from unauthorized access or identity theft and to process your requests to us. 


Risks and Market Volatility

All investing involves risk, including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.


Offerings and Regulations

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”) a registered investment advisor. Private Client Services, Investor’s Resource, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. 

RFG Advisory may render no advisory services unless a client agreement is in place.


RFG Advisory Form ADV, Part 2A – This form outlines the qualifications and business practices of our extended partner, RFG Advisory.  It is meant to outline the umbrella of services, compensation received, ethics policies, and any potential conflicts of interest.  As our partner, we are governed by this document and use their platform to build out our own set of proprietary offerings that we believe best serve our client base at Investor’s Resource.


RFG Advisory Part 3, Form CRS – This form is required of all securities businesses and describes the type of services and advice we provide as well as how we charge for each.  It is meant to spur conversation between a prospective client and our firm around the pros and cons of each type of relationship (advisory, financial planning, and/or brokerage) and when one might be more suitable than another based on your individual circumstances. 


Investment Advisor Public Disclosure – This form is a required state form that reports and discloses information about state-registered investment adviser representatives (IARs)to help determine whether or not to conduct business with the listed individuals. Due to its length and lack of detail, the Brokercheck system is most helpful in understanding the regulatory history of most individuals in the financial services business.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.