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
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.
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.
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.
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.
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.
Ryan Lind (CRD# 5726311) is an Investment Advisor Representative working at Rfg Advisory, LLC in Grand Rapids, MI and has over 14 years of experience in the finance industry.
Charles Lineberry (CRD# 4722022) is an Investment Advisor Representative working at Rfg Advisory, LLC in Prattville, AL and has over 15 years of experience in the finance industry.
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.
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.