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).
-
Total Assets Under Management3,859MILLION
-
Total Number of Accounts17,871ACCOUNTS
-
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
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.
Amy Powell (CRD# 4878290) is an Investment Advisor Representative working at Rfg Advisory, LLC in Saint Petersburg, FL and has 1 year of experience in the finance industry.
I am a committed financial professional and Vice President at AXA Advisors LLC, focusing on helping my clients achieve success in reaching their goals. Planning the financial future of yourself, your family, your small business or your corporation may be intimidating. I can help.
As Vice President, I have grown my practice by diligently assisting individuals with their retirement planning, asset management and asset protection. Everyone has unique financial goals. Using my extensive knowledge and experience in financial planning, I am able to find the appropriate life insurance, retirement plan, college savings plan or estate plan that will suit your financial situation.
I hold my Life, Accident and Health License, Series 7, Series 66 and Series 24 License.
If you have any questions, would like to schedule an appointment, or if you are a motivated, entrepreneurial hard worker with interest in joining my team of associates, please contact me. My direct office line is 585-475-8426, or you may email me at [email protected].