Marcia Miller (CRD# 5877280) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 13 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Rfg Advisory, LLC | Birmingham, AL | Nov 2022 - Current | 1 |
Accelerated Wealth Advisors, LLC | Birmingham, AL | Dec 2016 - Oct 2022 | 5 |
Accelerated Wealth Advisors, LLC | Colorado Springs, CO | Nov 2016 - Dec 2016 | < 1 |
Wealth Investment Solutions, LLC | Birmingham, AL | Apr 2013 - Dec 2016 | 3 |
Wealth Planning Services Inc. | Birmingham, AL | Jun 2008 - Dec 2016 | 8 |
Alphastar Capital Management, LLC | Birmingham, AL | Jul 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
- AL
- TX
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Total Assets Under Management2,997MILLIONS
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Total Number of Accounts16,034ACCOUNTS
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Average Account Value$186,907
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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