Jack Burnette

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

• 10/2015 → 06/2018
  Lpl Financial
  Vestavia Hills, AL
• 10/2015 → Present
  Rfg Advisory
  Birmingham, AL
• 06/2018 → 12/2025
  Private Client Services
  Birmingham, AL

Previous Registrations

• 2009-03-13 → 2015-11-11
  Ameriprise Financial Services, Llc
  Birmingham, AL
• 2003-03-03 → 2009-03-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
  Birmingham, AL

Other Businesses

1) 10/30/2015. POA FOR FAMILY ACCOUNTS. <1 HOURS/MO; <1 DURING TRADING HOURS. 2) 10/30/2015. RFG ADVISORY. 248 INVERNESS CENTER DRIVE, BIRMINGHAM, AL 35242. DBA FOR PCS ACTIVITIES. REGISTERED REPRESENTATIVE. 120 HOURS/MO; 120 DURING TRADING HOURS. 3) RFG ADVISORY. 248 INVERNESS CENTER DRIVE, BIRMINGHAM, AL 35242. ADVISORY ACTIVITIES AND DBA FOR PCS BUSINESS. IAR. 120 HOURS/MO; 120 DURING TRADING HOURS. 4) ITER FINANCIAL WELLNESS. 248 INVERNESS CENTER DRIVE, BIRMINGHAM, AL 35242. REBRANDING OF FINANCIAL ADVISORY PRACTICE. FINANCIAL ADVISOR. 160 HRS/MO; 120 DURING TRADING HRS.

Exams

• S66 Uniform Combined State Law Examination
  2003-02-25

Designations

• Certified Financial Planner

Other Names

• Jack Burnette
• John Burnette
• John C Burnette
• Jack Burnette