Adviser and broker representative · Rfg Advisory, LLC
Dany L. Martin Jr.
CRD 5369132 · Shreveport, LA
At a glance
Dany L. Martin Jr. is an investment adviser representative with Rfg Advisory, LLC in Shreveport, LA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dany’s SEC record dates to 2012, about 14 years ago. Dany is also registered as a broker representative.
Current advisory firm
- Rfg Advisory, LLCSince September 2015Shreveport, LA · $8.0B in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Dany’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Rfg Advisory, LLC
- Chase R. CrumpShreveport · Certified Financial Planner
- Matthew JohnsonShreveport · Certified Financial Planner
- Thomas J. WilliamsShreveport · Certified Financial Planner
- Chris D. AbeytaColorado Springs
- Robert T. Agnew Jr.Vestavia Hills
- Ibraheem W. Ahmad AminCary
- Elizabeth E. AllamCentennial
- Susan D. AuerColorado Springs · Certified Financial Planner
Every advisor at Rfg Advisory, LLC →Rfg Advisory, LLC: assets, clients and custodians →Financial advisors in Shreveport, LA →Every Rfg Advisory, LLC advisor in Shreveport →Advisor Moves: who changed firms this week →