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 51 - 60 of 121 top financial advisors.
51
Daniel J. Klein
CRD#: 2549756
Three City Dr, Suite 590, Creve Coeur, MO 63141

Daniel Klein (CRD# 2549756) is an Investment Advisor Representative working at Rfg Advisory, LLC in Creve Coeur, MO and has over 28 years of experience in the finance industry.

52
Keith D. Klusmeyer
CRD#: 5095920
Three City Dr, Suite 590, Creve Coeur, MO 63141

Keith Klusmeyer (CRD# 5095920) 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.

53
David A. Koren
CRD#: 5714410
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

David Koren (CRD# 5714410) 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.

54
Dennis R. Laird
CRD#: 1402408
248 Inverness Center Drive, Birmingham, AL 35242

Dennis Laird (CRD# 1402408) is an Investment Advisor Representative working at Rfg Advisory, LLC in Birmingham, AL and has over 38 years of experience in the finance industry.

55
Matthew J. Leahy
CRD#: 6497048
100 Essex Ct., Suite C, Madison, AL 35758

Matthew Leahy (CRD# 6497048) is an Investment Advisor Representative working at Rfg Advisory, LLC in Madison, AL and has over 8 years of experience in the finance industry.

56
Matthew J. Lemen
CRD#: 6045091
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Matthew Lemen (CRD# 6045091) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 10 years of experience in the finance industry.

57
Richard A. Lewins
CRD#: 722742
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Richard Lewins (CRD# 722742) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 43 years of experience in the finance industry.

58
Ryan M. Lind
CRD#: 5726311
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Ryan Lind (CRD# 5726311) 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.

59
Charles A. Lineberry
CRD#: 4722022
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Charles Lineberry (CRD# 4722022) 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.

60
Dany L. Martin
CRD#: 5369132
6425 Youree Dr., Suite 180, Shreveport, LA 71105

Dany Martin (CRD# 5369132) is an Investment Advisor Representative working at Rfg Advisory, LLC in Shreveport, LA and has over 12 years of experience in the finance industry.

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