Rfg Advisory, LLC

Rfg Advisory, LLC (CRD# 158401) is a financial advisory firm headquartered in Vestavia Hills, AL. They manage $3,859,253,984 in 17,871 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,859
    MILLION
  • Total Number of Accounts
    17,871
    ACCOUNTS
  • Average Account Value
    $215,951
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 11 - 20 of 120 top financial advisors.
11
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.

12
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 5 years of experience in the finance industry.

13
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 17 years of experience in the finance industry.

14
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 40 years of experience in the finance industry.

15
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 21 years of experience in the finance industry.

16
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 33 years of experience in the finance industry.

17
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 8 years of experience in the finance industry.

18
Zachary B. Campbell
CRD#: 6090173
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Zachary Campbell (CRD# 6090173) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 10 years of experience in the finance industry.

19
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 24 years of experience in the finance industry.

20
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 24 years of experience in the finance industry.

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