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
Sean McCauley (CRD# 5746621) 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.
Edward McKelvey (CRD# 5483978) 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.
Marcia Miller (CRD# 5877280) is an Investment Advisor Representative working at Rfg Advisory, LLC in Birmingham, AL and has over 13 years of experience in the finance industry.
Sommer Morris (CRD# 6465867) 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.
Kevin Murphy (CRD# 6825820) is an Investment Advisor Representative working at Rfg Advisory, LLC in Creve Coeur, MO and has over 6 years of experience in the finance industry.
Alexander Neri (CRD# 6065817) is an Investment Advisor Representative working at Rfg Advisory, LLC in Pittsford, NY and has over 10 years of experience in the finance industry.
Richard Ohlrich (CRD# 2091824) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 31 years of experience in the finance industry.
Jeffrey Panik (CRD# 3202241) is an Investment Advisor Representative working at Rfg Advisory, LLC in Kennesaw, GA and has over 24 years of experience in the finance industry.
Mark Pearson (CRD# 3193205) 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.
John Pfaudler (CRD# 3181716) is an Investment Advisor Representative working at Rfg Advisory, LLC in Birmingham, AL and has over 25 years of experience in the finance industry.