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).
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Total Assets Under Management3,859MILLION
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Total Number of Accounts17,871ACCOUNTS
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Average Account Value$215,951
- 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
Adrian Castellano (CRD# 7852077) is an Investment Advisor Representative working at Rfg Advisory, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
Alison Castellano (CRD# 7386932) is an Investment Advisor Representative working at Rfg Advisory, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
Uriel Castillo (CRD# 7487283) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has 1 year of experience in the finance industry.
Sean Cawley (CRD# 6484335) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 8 years of experience in the finance industry.
Chandler Dutram (CRD# 6988247) is an Investment Advisor Representative working at Rfg Advisory, LLC in Saint Petersburg, FL and has over 5 years of experience in the finance industry.
William King (CRD# 6808113) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 4 years of experience in the finance industry.
Aaron Laranetto (CRD# 7122027) is an Investment Advisor Representative working at Rfg Advisory, LLC in Pittsford, NY and has over 5 years of experience in the finance industry.
Eric Larson (CRD# 2292387) 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.
Casey Marshall (CRD# 6309185) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 8 years of experience in the finance industry.
Wesley Miller (CRD# 6693673) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 6 years of experience in the finance industry.