Sharon Hill Martin

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

• 06/2005 → 08/2024
  Edward Jones
  Oxford, AL
• 08/2024 → Present
  Rfg Advisory, Llc Dba Cheaha Wealth Management
  Anniston, AL
• 09/2024 → Present
  Private Client Services
  Anniston, AL

Previous Registrations

• 2007-01-10 → 2024-08-26
  Edward Jones
  Oxford, AL
• 2000-11-14 → 2005-06-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gadsden, AL

Other Businesses

1) CHEAHA WEALTH MANAGEMENT; INVESTMENT-RELATED; 1419 LEIGHTON AVENUE, SUITE C, ANNISTON, AL 36207; DBA; OWNER, FOUNDER; 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS; DBA FOR ADVISORY, BROKERAGE AND INSURANCE ACTIVITY. 2) RFG ADVISORY; INVESTMENT-RELATED; 1400 URBAN CENTER, SUITE 475, VESTAVIA HILLS, AL 35242; RIA; INVESTMENT ADVISER REPRESENTATIVE; 160 HOURS PER MONTH, 160 HOURS PER MONTH DURING TRADING HOURS; INVESTMENT ADVISORY FIRM. 3) FINANCIAL INDEPENDENCE GROUP (FIG); INVESTMENT-RELATED; 19520 CATAWBA AVE #200, CORNELIUS, NC 28031; VARIABLE/LIFE INSURANCE; AGENT; START 10/07/2024; 80 HOURS PER MONTH DURING SECURITIES TRADING HOURS; AGENT FOR VARIABLE AND LIFE INSURANCE.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-05
• S63 Uniform Securities Agent State Law Examination
  1996-05-07

Other Names

• Sharon Hill Huckaby
• Sharon Eileen Hill