Matthew Joseph Leahy

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

• 08/2015 → 04/2019
  Raymond James Financial Services
  Madison, AL
• 08/2009 → 05/2017
  Calhoun Community College
  Huntsville, AL
• 03/2015 → 12/2018
  Vehicle Value Parts
  Madison, AL
• 07/2015 → Present
  Mattnlina
  Madison, AL
• 01/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Madison, AL
• 05/2016 → Present
  Investor'S Resource
  Madison, AL
• 04/2019 → Present
  Rfg Advisory, Llc Dba Investor's Resource
  Madison, AL
• 04/2019 → Present
  Private Client Services
  Madison, AL

Previous Registrations

• 2016-01-22 → 2019-04-05
  Raymond James Financial Services Advisors, Inc
  Madison, AL
  Huntsville, AL

Other Businesses

1) INVESTOR'S RESOURCE. 100 ESSEX COURT, SUITE C, MADISON, AL 35758. DBA. FINANCIAL ADVISOR. 160 HOURS/MO; 140 HOURS DURING TRADING HOURS. 2) RFG ADVISORY. 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL 35242. RIA. FINANCIAL ADVISOR. 160 HOURS/MO; 140 DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-22

Designations

• Certified Financial Planner

Other Names

• Matt Joseph Leahy