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John Allen Wingo is an Investment Advisor Representative with RFG Advisory, LLC. John is registered with the state of Louisiana as an Investment Advisor Representative (IAR) and is currently active with the state of Arkansas and Texas. John is affiliated with the Shreveport, LA branch office of the firm. John Wingo has been in the financial services industry since January 2014. John has passed the Series 65 exam, Uniform Investment Adviser Law Examination. John specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Individuals and Portfolio Management for Businesses. John is a Managing Partner of Wingo Wealth, LLC, a partner of Hillcrest Self Storage, LLC, a Managing Partner of PRM Partners, LLC DBA University Self Storage, a Managing Partner of Professional Records Management, LLC DBA Exec-U-Store, a Managing Partner of River South Commons, LLC and a Partner of Broussard Commercial Storage. John is a registered representative with RFG Advisory, LLC. John is also an Investment Advisor Representative with Wingo Asset Management, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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LA
11/14/2024 - Present
RFG Advisory, LLC (Shreveport LA)
IA
Issued 08/31/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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