AW
AW

Anita Lynne Wiggins

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
150 advisors
Number of Clients
12,756 clients
Average Client Portfolio
$387K average
Assets Under Management
$4.9B

Fee Structure

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Location

1400 Urban Center Drive, Suite 475, Vestavia Hills, AL, 35242-2245

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anita is a 100% owner of Ariv Wealth, dedicating full-time hours to this investment-related activity. She is also an insurance agent for Crump Insurance, selling life, health, P&C, and annuity insurance, taking about half of her time.

Employment History
Current Registrations
Rfg Advisory, LLC
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Lion Street Financial, LLCBroker
June 2019 - September 2021 · 2 yrs 3 mos
Integrated Wealth Strategies, LLC
November 2010 - March 2023 · 12 yrs 4 mos
Brookstone Capital Management LLC
June 2010 - November 2010 · 5 mos
UBS Financial Services INC.
May 2008 - October 2009 · 1 yr 5 mos
UBS Financial Services INC.Broker
April 2008 - October 2009 · 1 yr 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Anita Lynne Wiggins - Financial Advisor | TrueAdvisor