Caroline Crossan Ryals

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

• 08/2017 → 05/2021
  University Of Alabama
  Tuscaloosa, AL
• 08/2021 → Present
  Private Client Services
  Birmingham, AL
• 12/2019 → 12/2020
  Alabama Panhellenic Assoc
  Tuscaloosa, AL
• 05/2018 → 08/2018
  Rfg Advisory
  Vestavia Hills, AL
• 05/2016 → 08/2017
  Unemployed
  Hoover, AL
• 08/2021 → Present
  Rfg Advisory, Llc
  Vestavia Hills, AL

Other Businesses

RFG ADVISORY. RIA. 160 HRS/MO; 160 DURING TRADING HRS.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-30

Other Names

• Crossan Ryals