Clayton Bitting Aho

Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → Present
  Rfg Advisory
  Birmingham, AL
• 06/2018 → Present
  Private Client Services
  Birmingham, AL

Previous Registrations

• 2009-10-05 → 2015-02-10
  Ameriprise Financial Services, Llc
  Birmingham, AL
  Birmingham, AL
• 2003-06-26 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Atlanta, GA
  Atlanta, GA
  Columbus, GA
  Birmingham, AL

Other Businesses

1) 02/06/2015. RFG ADVISORY. 248 INVERNESS CENTER DR, BIRMINGHAM, AL 35242. DBA FOR PCS ACTIVITIES. REGISTERED REPRESENTATIVE. 160 HOURS/MO; 120 DURING TRADING HOURS. 2) RFG ADVISORY. 248 INVERNESS CENTER DR, BIRMINGHAM, AL 35242. ADVISORY ACTIVITIES. IAR. 130 HOURS/MO; 120 DURING TRADING HOURS. 3) NW OAK PROPERTIES. 2503 SEBONAC RD, HOOVER, AL 35226. REAL ESTATE INVESTMETNS WITH MY WIFE AND MYSELF. CO-OWNER. 2 HRS/MO; 0 DURING TRADING HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-03
• S63 Uniform Securities Agent State Law Examination
  2000-08-28

Designations

• Chartered Financial Analyst

Other Names

• Clayton B Aho
• Clay Aho