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 21 - 30 of 90 top financial advisors.
21
Chase R. Crump
CRD#: 5022650
6425 Youree Dr., Suite 180, Shreveport, LA 71105

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.

22
Harris T. Doobrow
CRD#: 3175543
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

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.

23
Counce M. Drinkard
CRD#: 5370403
1400 Urban Center Dr., Suite 475, Vestavia Hills, AL 35242

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.

24
Mark S. Dutram
CRD#: 2416021
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

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.

25
Brock A. Eson
CRD#: 5332483
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

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.

26
Patrick T. Freeman
CRD#: 2846357
2626 Cole Ave, Suite 300, Dallas, TX 75204

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.

27
John J. Gallia
CRD#: 4774107
Three City Dr, Suite 590, Creve Coeur, MO 63141

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.

28
Stuart Garner
CRD#: 5705965
2012 Lancaster Road, Homewood, AL 35209

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.

29
Mark J. Green
CRD#: 2251458
College Station, TX

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.

30
Kevin R. Grelle
CRD#: 4624850
Three City Dr, Suite 590, Creve Coeur, MO 63141

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.

PREV ... 1 2 3 4 5 6 7 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.