Richard Ohlrich, financial advisor Vestavia Hills AL

Richard Ohlrich

CRD Number: 2091824
Current Firm: Rfg Advisory, LLC

Richard Ohlrich (CRD# 2091824) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Rfg Advisory, LLC Vestavia Hills, AL Jan 2022 - Current 2
Private Client Services, LLC Vestavia Hills, AL Jan 2022 - Current 2
American Group Center For Wealth Planning Troy, MI Jan 2016 - Jan 2022 6
Lpl Financial, LLC Troy, MI Oct 2009 - Jan 2022 12
Center For Wealth Planning Advisors, Inc. Troy, MI Jan 2015 - Sep 2017 2
Compliance & Operational Support Systems Clarkston, MI Jan 2010 - Dec 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
S66 NASAA Uniform Combined State Law Examination Jun 2009
Contact Info for Richard H. Ohlrich
Phone Number: 205-397-2450
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    2,997
    MILLIONS
  • Total Number of Accounts
    16,034
    ACCOUNTS
  • Average Account Value
    $186,907
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

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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