Rfg Advisory, LLC

Rfg Advisory, LLC (CRD# 158401) is a financial advisory firm headquartered in Vestavia Hills, AL. They manage $2,728,866,112 in 12,812 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,729
    MILLION
  • Total Number of Accounts
    12,812
    ACCOUNTS
  • Average Account Value
    $212,993
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
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.

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 91 top financial advisors.
1
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 36 years of experience in the finance industry.

2
Clayton B. Aho
CRD#: 4232659
1400 Urban Center Dr., Suite 745, 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 21 years of experience in the finance industry.

3
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 27 years of experience in the finance industry.

4
Lance D. Billings
CRD#: 1952415
1000 Westchester Drive, Salina, KS 67401

Lance Billings (CRD# 1952415) is an Investment Advisor Representative working at Rfg Advisory, LLC in Salina, KS and has over 33 years of experience in the finance industry.

5
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 23 years of experience in the finance industry.

6
Jarriet B. Bluitt
CRD#: 6150320
6425 Youree Drive, Suite 180, Shreveport, LA 71105

Jarriet Bluitt (CRD# 6150320) is an Investment Advisor Representative working at Rfg Advisory, LLC in Shreveport, LA and has over 6 years of experience in the finance industry.

7
Jaime A. Bollinger
CRD#: 5863508
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Jaime Bollinger (CRD# 5863508) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has 1 year of experience in the finance industry. Jaime Bollinger 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
Gibson L. Bosworth
CRD#: 7025737
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Gibson Bosworth (CRD# 7025737) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 3 years of experience in the finance industry.

9
Tyler T. Boyce
CRD#: 6109149
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Tyler Boyce (CRD# 6109149) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 9 years of experience in the finance industry. Tyler Boyce 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
Jon-paul A. Brown
CRD#: 5100387
Three Cityplace Dr., Suite 590, Creve Coeur, MO 63141

Jon-paul Brown (CRD# 5100387) is an Investment Advisor Representative working at Rfg Advisory, LLC in Creve Coeur, MO and has over 15 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.