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 31 - 40 of 90 top financial advisors.
31
Katie E. Hammock
CRD#: 5147783
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Katie Hammock (CRD# 5147783) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 11 years of experience in the finance industry.

32
Kevin W. Harper
CRD#: 2671089
248 Inverness Center Drive, Birmingham, AL 35242

Kevin Harper (CRD# 2671089) is an Investment Advisor Representative working at Rfg Advisory, LLC in Birmingham, AL and has over 26 years of experience in the finance industry. Kevin Harper 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.

33
James H. Harrison
CRD#: 2225112
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

James Harrison (CRD# 2225112) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 30 years of experience in the finance industry.

34
Rory K. Hartmann
CRD#: 5995001
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Rory Hartmann (CRD# 5995001) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 9 years of experience in the finance industry. Rory Hartmann 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.

35
William J. Haskins
CRD#: 3039102
1020 Boll Weevil Circle, Suite A, Enterprise, AL 36330

William Haskins (CRD# 3039102) is an Investment Advisor Representative working at Rfg Advisory, LLC in Enterprise, AL and has over 24 years of experience in the finance industry.

36
Micheal D. Heckman
CRD#: 5699464
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Micheal Heckman (CRD# 5699464) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 12 years of experience in the finance industry. Micheal Heckman 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.

37
Laura E. Hinton
CRD#: 1764675
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Laura Hinton (CRD# 1764675) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 34 years of experience in the finance industry.

38
Roger D. Hubbert
CRD#: 3169169
100 Essex Ct., Suite C, Madison, AL 35758

Roger Hubbert (CRD# 3169169) is an Investment Advisor Representative working at Rfg Advisory, LLC in Madison, AL and has over 10 years of experience in the finance industry.

39
Bradley J. Kamman
CRD#: 4488402
1100 Corporate Drive, Suite 100, Birmingham, AL 35242

Bradley Kamman (CRD# 4488402) is an Investment Advisor Representative working at Rfg Advisory, LLC in Birmingham, AL and has over 20 years of experience in the finance industry.

40
James D. Keith
CRD#: 5816084
1408 N. Main Street, Williamstown, KY 41097

James Keith (CRD# 5816084) is an Investment Advisor Representative working at Rfg Advisory, LLC in Williamstown, KY and has over 11 years of experience in the finance industry.

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