Elizabeth Eleanor Allam

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

• 05/2025 → Present
  Rfg Advisory
  Vestavia Hills, AL
• 11/2024 → 05/2025
  Unemployed
  Denver, CO
• 04/2023 → 11/2024
  Johnson & Johnson Vision
  Denver, CO
• 11/2016 → 04/2023
  Johnson & Johnson Vision
  Denver, CO
• 07/2015 → 10/2016
  Hca Healthcare
  Aurora, CO

Other Businesses

1) TrekNorth Investment Mgmt; YES; 9200 E. Mineral Ave. #100, Centennial, CO, 80112; DBA for brokerage, advisory and insurance activity; Investment Advisor; 160hrs/mo; 160hrs during trading hrs. 2) RFG Advisory; 1400 Urban Center, Suite 475, Vestavia Hills, AL 35242, RIA, 160hrs/mo; 160hrs during trading hours 3) Three Thirds Enterprises, LLC; NO; 1025 Monroe Street, Denver, CO 80206; Investment Property/Short Term Rentals; Partner; 11/2019; 2; 0; Property/short term rental manager

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-29

Other Names

• Liz Allam