Marcia Annette Miller

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

• 06/2008 → 12/2016
  Wealth Planning Services Inc.
  Birmingham, AL
• 04/2013 → 12/2016
  Wealth Investment Solutions, Llc
  Birmingham, AL
• 11/2016 → 12/2016
  Accelerated Wealth Advisors, Llc
  Colorado Springs, CO
• 12/2016 → 10/2022
  Accelerated Wealth Advisors, Llc
  Birmingham, AL
• 11/2022 → Present
  Rfg Advisory, Llc
  Birmingham, AL

Previous Registrations

• 2017-01-03 → 2022-11-11
  Accelerated Wealth Advisors Llc
  Birmingham, AL
  Destin, FL
  Colorado Springs, CO
  Destin, FL
• 2015-06-19 → 2016-12-19
  Wealth Investment Solutions, Llc
  Birmingham, AL
• 2011-07-06 → 2015-05-29
  Alphastar Capital Management
  Birmingham, AL
  Cornelius, NC
• 2011-03-09 → 2011-06-30
  Regal Investment Advisors Llc
  Birmingham, AL
  Kentwood, MI

Other Businesses

FINANCIAL INDEPENDENCE GROUP (FIG)/WEALTH PLANNING SERVICES, INC. NOT INVESTMENT-RELATED. 2290 VALLEYDALE RD, SUITE 202, BIRMINGHAM, AL 35244, INSURANCE, INSURANCE AGENT, 40 HOURS/MONTH DURING SECURITIES TRADING HOURS. DUTIES: INSURANCE AGENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-07

Other Names

• Marcia Annette Smith
• Marcia A Miller
• Marcia Miller Sweet
• Marcia Miller