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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.