Jack BurnetteCRD Number: 4622766
Current Firm: Rfg Advisory Group, LLC
Jack Burnette (CRD# 4622766) is an Investment Advisor Representative working at Rfg Advisory Group, LLC in Vestavia Hills, AL and has over 14 years of experience in the finance industry. Jack Burnette has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Hightower Advisors, LLC
Wesban Financial Consultants, P.c.
Raymond James & Associates, Inc.
|Rfg Advisory Group, LLC||Vestavia Hills, AL||Oct 2015 - Current||2|
|Lpl Financial||Vestavia Hills, AL||Oct 2015 - Current||2|
|Ameriprise Financial Services Inc.||Birmingham, AL||Mar 2009 - Oct 2015||6|
|Securities America, Inc.||Birmingham, AL||May 2009 - Sep 2011||2|
|Merrill Lynch, Pierce, Fenner & Smith Inc.||Birmingham, AL||Dec 2002 - Mar 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2003|
Total Assets Under Management473MILLIONS
Total Number of Accounts3,061ACCOUNTS
Average Account Value$154,533
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, DC, FL, GA, IL, KS, LA, MN, MO, MS, NC, NY, OH, PA, SC, TN, TX, VA, WI
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