Peter McCleskey has been an investment adviser representative at RFG Holdings since June 2026, and is not listed among the firm’s executive officers or direct owners. Peter McCleskey holds a Bachelor's degree in Mechanical Engineering from The University of Texas at Austin and a Master's degree in Accounting from The University of Texas at Austin.
RFG Holdings Inc. is an Argyle, TX firm with $477M under management, 446 clients and 4 advisers in one office, as of its May 2026 filing.
Pete McCleskey is Financial Advisor of RFG Wealth Advisory. McCleskey has more than four decades of business experience, including time in IBM's sales organization, business ownership, and advising business owners on accounting, tax, and mergers and acquisitions.
Peter McCleskey’s longest registration is the current one, under a year at RFG Holdings since 2026.
- Quest Investment Portfolio Management, LimitedAlso current– present · under a yearDenton, TX · Adviser representative · Firm CRD 114540
- RFG Wealth AdvisoryCurrent– present · under a yearArgyle, TX · Adviser representative · Firm CRD 173862
Professional designations
Listed by RFG Holdings
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Peter McCleskey is registered as an investment adviser representative in 2 states. The first approvals date from June 2026; the most recent is New Mexico, in August 2026.
- New MexicoSince 11 August 2026
- TexasSince 15 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 May 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Peter Bennet McCleskey
- CRD
- 8294372
- Firm
- RFG Holdings · CRD 173862
- Office
- 130 OLD TOWN BLVD. SOUTH, SUITE 100, Argyle, TX 76226
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rfgwealthadvisory.com
Where does Peter McCleskey work?
Peter McCleskey is an investment adviser representative registered through RFG Holdings Inc. since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Peter McCleskey a financial advisor?
Yes. Peter McCleskey has a current investment-adviser registration in New Mexico and Texas, through RFG Holdings since June 2026.
How many years of experience does Peter McCleskey have?
Peter McCleskey has 0 years in the financial industry, since June 2026, across 2 adviser firms.
What exams has Peter McCleskey passed?
Peter McCleskey passed the Series 65 in May 2026.
Where is Peter McCleskey based?
Peter McCleskey’s registered office is in Argyle, TX.
Is Peter McCleskey registered with FINRA?
No. Peter McCleskey has no current broker registration.
How can I verify Peter McCleskey’s record?
Search CRD 8294372 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter McCleskey’s full registration record.
