Rfg Advisory, LLC

Rfg Advisory, LLC (CRD# 158401) is a financial advisory firm headquartered in Vestavia Hills, AL. They manage $2,996,872,822 in 16,034 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,997
    MILLION
  • Total Number of Accounts
    16,034
    ACCOUNTS
  • Average Account Value
    $186,907
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 21 - 30 of 121 top financial advisors.
21
Brandon M. Clemens
CRD#: 7002991
24600 Center Ridge Road, Suite 107, Westlake, OH 44145

Brandon Clemens (CRD# 7002991) is an Investment Advisor Representative working at Rfg Advisory, LLC in Westlake, OH and has over 5 years of experience in the finance industry.

22
Robin L. Colton
CRD#: 4009431
4510 Cox Road, Suite 201, Glen Allen, VA 23060

Robin Colton (CRD# 4009431) is an Investment Advisor Representative working at Rfg Advisory, LLC in Glen Allen, VA and has over 24 years of experience in the finance industry.

23
Ryan T. Conley
CRD#: 4948310
Three City Place Drive, Suite 590, Creve Coeur, MO 63141

Ryan Conley (CRD# 4948310) is an Investment Advisor Representative working at Rfg Advisory, LLC in Creve Coeur, MO and has over 18 years of experience in the finance industry.

24
Lee Crocker
CRD#: 4989999
149 New Montgomery Street, Suite 427, San Francisco, CA 94105

Lee Crocker (CRD# 4989999) is an Investment Advisor Representative working at Rfg Advisory, LLC in San Francisco, CA and has over 17 years of experience in the finance industry.

25
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 13 years of experience in the finance industry.

26
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 25 years of experience in the finance industry.

27
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 16 years of experience in the finance industry.

28
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 30 years of experience in the finance industry.

29
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 16 years of experience in the finance industry.

30
Craig M. Fishel
CRD#: 6604802
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Craig Fishel (CRD# 6604802) 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.

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