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 111 - 118 of 118 top financial advisors.
111
Emily Mora
CRD#: 7520180
Santa Fe, NM

Emily Mora (CRD# 7520180) is an Investment Advisor Representative working at Rfg Advisory, LLC in Santa Fe, NM and has 1 year of experience in the finance industry.

112
Bridget E. Murphy
CRD#: 7589439
3 City Place Drive, Suite 590, Creve Coeur, MO 63141

Bridget Murphy (CRD# 7589439) is an Investment Advisor Representative working at Rfg Advisory, LLC in Creve Coeur, MO and has 1 year of experience in the finance industry.

113
Joshua W. Reinbolt
CRD#: 7500932
1645 Greens Prairie Rd, Suite 503b, College Station, TX 77845

Joshua Reinbolt (CRD# 7500932) is an Investment Advisor Representative working at Rfg Advisory, LLC in College Station, TX and has 1 year of experience in the finance industry.

114
Christopher R. Rogers
CRD#: 6054375
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Christopher Rogers (CRD# 6054375) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 3 years of experience in the finance industry.

115
Caroline C. Ryals
CRD#: 6961820
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Caroline Ryals (CRD# 6961820) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 2 years of experience in the finance industry.

116
Brianne C. Smith
CRD#: 7192976
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Brianne Smith (CRD# 7192976) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has 1 year of experience in the finance industry.

117
Paul J. Wankmueller
CRD#: 4679607
Palm Beach, FL

Paul Wankmueller (CRD# 4679607) is an Investment Advisor Representative working at Rfg Advisory, LLC in Palm Beach, FL and has over 20 years of experience in the finance industry.

118
Zachary P. Wicker
CRD#: 5628569
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Zachary Wicker (CRD# 5628569) 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.

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