Rfg Advisory, LLC

Rfg Advisory, LLC (CRD# 158401) is a financial advisory firm headquartered in Vestavia Hills, AL. They manage $2,996,872,822 in 16,034 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,997
    MILLION
  • 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
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

Financial Advisors at Rfg Advisory, LLC
Showing 1 - 10 of 121 top financial advisors.
1
Chris D. Abeyta
CRD#: 6403098
555 Middle Creek Pkwy, Colorado Springs, CO 80921

Chris Abeyta (CRD# 6403098) is an Investment Advisor Representative working at Rfg Advisory, LLC in Colorado Springs, CO and has over 9 years of experience in the finance industry.

2
Bradford D. Acton
CRD#: 6641051
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Bradford Acton (CRD# 6641051) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 7 years of experience in the finance industry.

3
Robert T. Agnew
CRD#: 1447320
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Robert Agnew (CRD# 1447320) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 38 years of experience in the finance industry.

4
Clayton B. Aho
CRD#: 4232659
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Clayton Aho (CRD# 4232659) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 23 years of experience in the finance industry.

5
Susan D. Auer
CRD#: 6300535
555 Middle Creek Pkwy, Colorado Springs, CO 80921

Susan Auer (CRD# 6300535) is an Investment Advisor Representative working at Rfg Advisory, LLC in Colorado Springs, CO and has over 9 years of experience in the finance industry.

6
Mackenzie K. Bekeza
CRD#: 6666241
555 Middle Creek Pkwy, Colorado Springs, CO 80921

Mackenzie Bekeza (CRD# 6666241) is an Investment Advisor Representative working at Rfg Advisory, LLC in Colorado Springs, CO and has over 7 years of experience in the finance industry.

7
Joel A. Beyer
CRD#: 2515319
20 East Thomas Road, Suite 2200, Phoenix, AZ 85012

Joel Beyer (CRD# 2515319) is an Investment Advisor Representative working at Rfg Advisory, LLC in Phoenix, AZ and has over 29 years of experience in the finance industry.

8
Lance D. Billings
CRD#: 1952415
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Lance Billings (CRD# 1952415) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 34 years of experience in the finance industry.

9
Brent B. Blair
CRD#: 5726056
Alpharetta, GA

Brent Blair (CRD# 5726056) is an Investment Advisor Representative working at Rfg Advisory, LLC in Alpharetta, GA and has over 14 years of experience in the finance industry.

10
Eric J. Blake
CRD#: 3247545
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Eric Blake (CRD# 3247545) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 24 years of experience in the finance industry.

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