Bobby White (CRD# 3095184) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 25 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 |
|---|---|---|---|
| Private Client Services | Birmingham, AL | Jun 2018 - Current | 5 |
| Rfg Advisory | Vestavia Hills, AL | Aug 2011 - Current | 12 |
| Bisys | Birmingham, AL | Nov 2003 - Current | 20 |
| Lpl Financial, LLC | Vestavia Hills, AL | Aug 2011 - Jun 2018 | 6 |
| Reliance Financial Group, LLC | Birmingham, AL | Aug 2011 - Jul 2017 | 5 |
| Everbank | Jacksonville, FL | May 2005 - Jul 2017 | 12 |
| Reliance Insurance Agency, LLC | Birmingham, AL | Jan 2005 - Jul 2017 | 12 |
| Reliance Real Estate Company, LLC | Birmingham, AL | May 2004 - Jul 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 1998 |
- AL
- LA
- TX
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Total Assets Under Management3,859MILLIONS
-
Total Number of Accounts17,871ACCOUNTS
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Average Account Value$215,951
- 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
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