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Bradford Donald Acton

Rfg Advisory, LLC

Vestavia Hills, AL

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Current Employers
Rfg Advisory, Llc

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2023-07-28
TX RA APPROVED 2023-07-28
  • AL RA
    APPROVED
    Since 2023-07-28
  • TX RA
    APPROVED
    Since 2023-07-28

Branch Locations

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 04/2016 07/2023
Bank Of America, N.A. Birmingham AL 09/2016 07/2023
Private Client Services Birmingham AL 07/2023 12/2023
Rfg Advisory, Llc Dba Willow Private Wealth Vestavia Hills AL 07/2023 Present
  • 04/2016 → 07/2023
    Birmingham, AL
  • 09/2016 → 07/2023
    Bank Of America, N.A.
    Birmingham, AL
  • 07/2023 → 12/2023
    Private Client Services
    Birmingham, AL
  • 07/2023 → Present
    Rfg Advisory, Llc Dba Willow Private Wealth
    Vestavia Hills, AL
Previous Registrations
Other Businesses

1) F3BHM Foundation. Not investment-related. 441 Lakewood Dr, Homewood, AL 35209. 501(C)(3) charitable org/F3 is a network of free, peer-led workouts for men to build community leaders. Board member-voting rights-development of programs. 2 hrs/mo; 2 during trading hrs. 2) Willow Private Wealth. Investment-related. 1400 Urban Center Dr, Ste 475, Vestavia Hills, AL 35242. BD/advisory/ Insurance DBA. Reg Rep/IAR/Agent/Partner. 160 hrs/mo; 160 during trading hrs. 3) RFG Advisory LLC. Investment-related. 1400 Urban Center Dr, Ste 475, Vestavia Hills, AL 35242. RIA. 160 hrs/mo; 160 during trading hrs. 4) Financial Independent Group (FIG). Investment-related. 19520 Catawba Ave., Cornelius, NC 28031. Variable insurance. Agent. Start 07/28/2023. 80 hours per month during securities trading hours. Duties: Variable insurance investments guidance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-20
  • S66 Uniform Combined State Law Examination
    2016-07-20
Designations
Other Names
  • Bradford D Acton

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