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
Joseph Stephens (CRD# 5472036) is an Investment Advisor Representative working at Rfg Advisory, LLC in Homewood, AL and has over 16 years of experience in the finance industry.
James Sumpter (CRD# 2887790) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 26 years of experience in the finance industry.
Brian Swilling (CRD# 4956839) is an Investment Advisor Representative working at Waddell & Reed in Charlotte, NC and has over 12 years of experience in the finance industry.
Theodore Trottman (CRD# 6253859) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 7 years of experience in the finance industry.
Caleb Vaughan (CRD# 6215667) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 9 years of experience in the finance industry.
Stephen Wedel (CRD# 1221992) is an Investment Advisor Representative working at Rfg Advisory, LLC in Creve Coeur, MO and has over 40 years of experience in the finance industry.
Christine Wedell (CRD# 5195279) is an Investment Advisor Representative working at Rfg Advisory, LLC in Creve Coeur, MO and has over 17 years of experience in the finance industry.
Frederick Wedell (CRD# 6701615) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 7 years of experience in the finance industry.
Dustin West (CRD# 6444050) is an Investment Advisor Representative working at Rfg Advisory, LLC in Colorado Springs, CO and has over 9 years of experience in the finance industry.
Bobby White (CRD# 3095184) 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.