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 11 - 20 of 90 top financial advisors.
11
Robert P. Brown
CRD#: 1148258
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Robert Brown (CRD# 1148258) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 39 years of experience in the finance industry.

12
Jack Burnette
CRD#: 4622766
248 Inverness Center Drive, Birmingham, AL 35242

Jack Burnette (CRD# 4622766) is an Investment Advisor Representative working at Rfg Advisory, LLC in Birmingham, AL and has over 19 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.

13
Sharilyn A. Burnum
CRD#: 2107873
100 Essex Ct., Suite C, Madison, AL 35758

Sharilyn Burnum (CRD# 2107873) is an Investment Advisor Representative working at Rfg Advisory, LLC in Madison, AL and has over 31 years of experience in the finance industry. Sharilyn Burnum 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.

14
Ethan F. Campbell
CRD#: 6609477
106 West Water Street, Woodbury, TN 37190

Ethan Campbell (CRD# 6609477) is an Investment Advisor Representative working at Rfg Advisory, LLC in Woodbury, TN and has over 6 years of experience in the finance industry.

15
Stephen B. Carney
CRD#: 3271609
6425 Youree Dr., Suite 180, Shreveport, LA 71105

Stephen Carney (CRD# 3271609) is an Investment Advisor Representative working at Rfg Advisory, LLC in Shreveport, LA and has over 22 years of experience in the finance industry.

16
Patricia J. Chamberlain
CRD#: 4612455
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Patricia Chamberlain (CRD# 4612455) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 16 years of experience in the finance industry.

17
Thomas L. Chancellor
CRD#: 3258943
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Thomas Chancellor (CRD# 3258943) 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. Thomas Chancellor 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.

18
Brandon M. Clemens
CRD#: 7002991
24600 Center Ridge Road, Suite 107, Westlake, OH 44145

Brandon Clemens (CRD# 7002991) is an Investment Advisor Representative working at Rfg Advisory, LLC in Westlake, OH and has over 3 years of experience in the finance industry.

19
Ryan T. Conley
CRD#: 4948310
Three City Place Drive, Suite 590, Creve Coeur, MO 63141

Ryan Conley (CRD# 4948310) is an Investment Advisor Representative working at Rfg Advisory, LLC in Creve Coeur, MO and has over 17 years of experience in the finance industry.

20
Lee Crocker
CRD#: 4989999
149 New Montgomery Street, Suite 427, San Francisco, CA 94105

Lee Crocker (CRD# 4989999) is an Investment Advisor Representative working at Rfg Advisory, LLC in San Francisco, CA and has over 15 years of experience in the finance industry. Lee Crocker 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.

PREV ... 1 2 3 4 5 6 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.