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John Siuda, financial advisor Vestavia Hills AL

John Siuda

CRD Number: 7003057
Current Firm: Rfg Advisory, LLC
Compensation Model: Fee Only
John Siuda (CRD# 7003057) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 4 years of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Rfg Advisory, LLC Westlake, OH Feb 2022 - Current 2
Edward Jones Berea, OH Sep 2018 - Feb 2022 3
Jim Cahlik State Farm Westlake, OH May 2017 - Aug 2018 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for John J. Siuda
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242
Phone Number: 205-397-2450
Firm Website: https://www.https://www.facebook.com/rfg-advisory-enterprisedothan-102356928083461/?notif_id=1602095842516667%c2%acif_t%3dpage_f
Registered State(s):
  • OH
  • TX
Current Firm Details
Rfg Advisory, LLC
Firm's CRD Number: 158401
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242
By the Numbers
  • Total Assets Under Management
    3,859
    MILLIONS
  • Total Number of Accounts
    17,871
    ACCOUNTS
  • Average Account Value
    $215,951
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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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Data verified by both the advisor and the public regulatory data.

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