Rfg Advisory Group, LLC

Rfg Advisory Group, LLC (CRD# 158401) is a financial advisory firm headquartered in Vestavia Hills, AL. They manage $473,026,030 in 3,061 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    473
    MILLION
  • Total Number of Accounts
    3,061
    ACCOUNTS
  • Average Account Value
    $154,533
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, DC, FL, GA, IL, KS, LA, MN, MO, MS, NC, NY, OH, PA, SC, TN, TX, VA, WI

Financial Advisors at Rfg Advisory Group, LLC
Showing 1 - 10 of 37 top financial advisors.
1
Jack Burnette
CRD#: 4622766
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35243
96
Wealthminder
score

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.

2
Stephen B. Carney
CRD#: 3271609
6425 Youree Dr., Suite 180, Shreveport, LA 71105
96
Wealthminder
score

Stephen Carney (CRD# 3271609) is an Investment Advisor Representative working at Rfg Advisory Group, LLC in Shreveport, LA and has over 17 years of experience in the finance industry.

3
Chase R. Crump
CRD#: 5022650
6425 Youree Dr., Suite 180, Shreveport, LA 71105
96
Wealthminder
score

Chase Crump (CRD# 5022650) is an Investment Advisor Representative working at Rfg Advisory Group, LLC in Shreveport, LA and has over 6 years of experience in the finance industry. Chase Crump 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.

4
Travis W. Freeman
CRD#: 5088500
Three City Dr, Suite 590, Creve Coeur, MO 63141
96
Wealthminder
score

Travis Freeman (CRD# 5088500) is an Investment Advisor Representative working at Rfg Advisory Group, LLC in Creve Coeur, MO and has over 10 years of experience in the finance industry. Travis Freeman 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.

5
John J. Gallia
CRD#: 4774107
Three City Dr, Suite 590, Creve Coeur, MO 63141
96
Wealthminder
score

John Gallia (CRD# 4774107) is an Investment Advisor Representative working at Rfg Advisory Group, LLC in Creve Coeur, MO and has over 13 years of experience in the finance industry. John Gallia 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.

6
Kevin W. Harper
CRD#: 2671089
1400 Urban Center Dr., Suite 475, Vestavia Hills, AL 35242
96
Wealthminder
score

Kevin Harper (CRD# 2671089) is an Investment Advisor Representative working at Rfg Advisory Group, LLC in Vestavia Hills, AL and has over 22 years of experience in the finance industry. Kevin Harper 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.

7
Daniel J. Klein
CRD#: 2549756
Three City Dr, Suite 590, Creve Coeur, MO 63141
96
Wealthminder
score

Daniel Klein (CRD# 2549756) is an Investment Advisor Representative working at Rfg Advisory Group, LLC in Creve Coeur, MO and has over 22 years of experience in the finance industry. Daniel Klein 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.

8
James D. Sumpter
CRD#: 2887790
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242
96
Wealthminder
score

James Sumpter (CRD# 2887790) is an Investment Advisor Representative working at Rfg Advisory Group, LLC in Vestavia Hills, AL and has over 20 years of experience in the finance industry. James Sumpter 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.

9
Stephen H. Wedel
CRD#: 1221992
Three City Dr, Suite 590, Creve Coeur, MO 63141
96
Wealthminder
score

Stephen Wedel (CRD# 1221992) is an Investment Advisor Representative working at Rfg Advisory Group, LLC in Creve Coeur, MO and has over 33 years of experience in the finance industry. Stephen Wedel 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.

10
Clayton B. Aho
CRD#: 4232659
1400 Urban Center Dr., Suite 745, Vestavia Hills, AL 35242
93
Wealthminder
score

Clayton Aho (CRD# 4232659) is an Investment Advisor Representative working at Rfg Advisory Group, LLC in Vestavia Hills, AL and has over 17 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.