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).
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Total Assets Under Management2,729MILLION
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Total Number of Accounts12,812ACCOUNTS
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Average Account Value$212,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.