Bradford Donald Acton

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

• 04/2016 → 07/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  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

• 2016-07-21 → 2023-07-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL

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

• S66 Uniform Combined State Law Examination
  2016-07-20

Designations

• Certified Financial Planner

Other Names

• Bradford D Acton