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
Chase Crump (CRD# 5022650) is an Investment Advisor Representative working at Rfg Advisory, LLC in Shreveport, LA and has over 11 years of experience in the finance industry. Chase Crump 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.
Harris Doobrow (CRD# 3175543) 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. Harris Doobrow 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.
Counce Drinkard (CRD# 5370403) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 14 years of experience in the finance industry.
Mark Dutram (CRD# 2416021) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 28 years of experience in the finance industry.
Brock Eson (CRD# 5332483) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 15 years of experience in the finance industry.
Patrick Freeman (CRD# 2846357) is an Investment Advisor Representative working at Rfg Advisory, LLC in Dallas, TX and has over 25 years of experience in the finance industry. Patrick Freeman 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.
John Gallia (CRD# 4774107) 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. John Gallia 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.
Stuart Garner (CRD# 5705965) is an Investment Advisor Representative working at Rfg Advisory, LLC in Homewood, AL and has over 12 years of experience in the finance industry.
Mark Green (CRD# 2251458) is an Investment Advisor Representative working at Rfg Advisory, LLC in College Station, TX and has over 27 years of experience in the finance industry.
Kevin Grelle (CRD# 4624850) is an Investment Advisor Representative working at Rfg Advisory, LLC in Creve Coeur, MO and has over 19 years of experience in the finance industry.