Azaz Mehmood
Investment Adviser Representative at RFG Advisory, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Azaz Mehmood is an investment adviser representative with RFG Advisory, LLC in Indianapolis, IN, where they have been registered since 2024. They have worked in the securities industry since 2023 and were previously registered with Edward Jones. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Indiana, North Carolina, and Texas.
Registrations & licenses
- Investment adviser:
- Indiana, North Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesAug 2023 – Jun 2024Indianapolis, IN
- UnemployedJan 2023 – Jul 2023Indianapolis, IN
- The Clinical ExchangeJan 2022 – Dec 2022Indianapolis, IN
- UnemployedAug 2021 – Dec 2021Indianapolis, IN
- Indiana University Purdue University IndianapolisJan 2020 – Aug 2021Indianapolis, IN
- Uber TechnologiesDec 2018 – Jan 2020Crown Point, IN
- Ross UniversityAug 2016 – Dec 2018Miramar, FL
- RFG Advisory, LLC DBA Crescent Private WealthJun 2024 – no end date reportedIndianapolis, IN
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About RFG Advisory, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0235
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 178
- Offices listed on AdvisorFinder:
- 49
- Main office:
- Vestavia Hills, AL
- SEC file number:
- 801-79153
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at RFG Advisory, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Azaz Mehmood has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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