Julie King Knotts

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

• 01/2020 → 07/2021
  Regions Bank
  Hoover, AL
• 04/2017 → 11/2017
  Dan Carlisle Allstate Agency
  Hoover, AL
• 11/1992 → 03/2017
  Nch Corporation
  Irving, TX
• 09/2021 → 05/2023
  Cetera Investment Services Llc
  Saint Cloud, MN
• 01/2022 → 05/2023
  Cetera Investment Advisers Llc
  Birmingham, AL
• 05/2023 → Present
  Private Client Services
  Birmingham, AL
• 05/2023 → Present
  Rfg Advisory, Llc Dba Volare Wealth Advisors
  Vestavia Hills, AL
• 04/2018 → 01/2020
  Dan Carlisle Allstate Agency
  Hoover, AL
• 11/2017 → 04/2018
  Belk Department Store
  Birmingham, AL

Previous Registrations

• 2022-01-25 → 2023-05-01
  Cetera Investment Advisers Llc
  Birmingham, AL
  Birmingham, AL

Other Businesses

1) Volare Wealth Advisors. 1400 Urban Center Drive, Suite 475, Vestavia HIlls, AL 35242. DBA. Registered Sales Assistant/Admin. 160 hrs/mo; 160 during trading hrs. 2) RFG Advisory. 1400 Urban Center Drive, Ste 475, Vestavia Hills, AL 35242. RSA. 160 hrs/mo; 160 during trading hrs.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-21

Other Names

• Julie Ann King
• Julie Ann Warner
• Julie King Warner