Bobby Ray Trust White

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

• 01/2005 → 07/2017
  Reliance Insurance Agency, Llc
  Birmingham, AL
• 05/2005 → 07/2017
  Everbank
  Jacksonville, FL
• 11/2003 → Present
  Bisys
  Birmingham, AL
• 05/2004 → 07/2017
  Reliance Real Estate Company, Llc
  Birmingham, AL
• 08/2011 → 07/2017
  Reliance Financial Group, Llc
  Birmingham, AL
• 08/2011 → 06/2018
  Lpl Financial, Llc
  Vestavia Hills, AL
• 08/2011 → Present
  Rfg Advisory
  Vestavia Hills, AL
• 06/2018 → Present
  Private Client Services
  Birmingham, AL

Previous Registrations

• 2015-08-20 → 2016-12-23
  Lpl Financial Llc
  Birmingham, AL
  San Diego, CA
  Vestavia Hills, AL
• 2004-06-28 → 2011-08-08
  Securities America Advisors, Inc.
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL
• 2004-01-07 → 2004-06-30
  Osaic Fa, Inc.
  Birmingham, AL
• 1999-05-03 → 2003-12-19
  Veravest Investment Advisors, Inc.
  Birmingham, AL

Other Businesses

1) 06/01/2004. RFG ADVISORY. 1400 URBAN CENTER DR, STE 475, VESTAVIA HILLS, AL 35242. DBA FOR PCS BUSINESS. OSJ. 60 HOURS/MO; 60 DURING TRADING HOURS. 2) 06/01/2011. RFG ADVISORY. 1400 URBAN CENTER DR, STE 475, VESTAVIA HILLS, AL 35242. REGISTERED INVESTMENT ADVISOR. OWNER/IAR. 60 HOURS/MO; 60 DURING TRADING HOURS. 3) 10/05/2016. RFG SOLUTIONS. 1400 URBAN CENTER DR, STE 490, VESTAVIA HILLS, AL 35242. DBA FOR NON VARIABLE INSURANCE. OWNER/AGENT. 4 HOURS/MO; 4 DURING TRADING HOURS. 4) 04/17/2015. WILLIAM FINANCIAL ADVISORS 6425 YOUREE DR, STE 180, SHREVEPORT, LA 71105. DBA FOR PCS BUSINESS. 4 HOURS/MO; 4 DURING TRADING HOURS. 5) BRW VENTURES, LLC. 3360 DUNBROOKE DR, MOUNTAIN BROOK, AL 35243. LLC OWNED BY MY IRREV. TRUST TO MAKE REAL ESTATE INVESTMENTS AND POTENTIALLY OTHER OPERATING COMPANIES. SOLE MEMBER. 10 HRS/MO; 5 DURING TRADING HRS. INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  1998-09-04

Other Names

• Bobby Ray White