David Andrew Koren

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 → 05/2022
  Kestra Investment Services, Llc
  Glen Allen, VA
• 04/2016 → 05/2022
  Kestra Advisory Services, Llc
  Glen Allen, VA
• 05/2022 → Present
  Rfg Advisory, Llc Dba Rva Wealth Management
  Glen Allen, VA
• 05/2022 → Present
  Private Client Services, Llc
  Glen Allen, VA

Previous Registrations

• 2016-05-05 → 2022-05-09
  Kestra Advisory Services, Llc
  Glen Allen, VA
• 2009-11-03 → 2016-09-22
  Kestra Investment Services, Llc
  North Chesterfield, VA
  Glen Allen, VA
  Glen Allen, VA

Other Businesses

1) All Saints Catholic School - Private School. 3418 Noble Ave, Richmond, VA 23222. Advisory board-adjunct-provides advice to the school on social and fund raising events. Volunteer and participate in related events. This board does not provide advice on school operations. Managed by the Catholic Diocese. No access to funds or client involvement. 2 hrs/mo; 0 during trading hrs. 2) Ash Brokerage Insurance Solutions. 888 S Harrison St, #900, Fort Wayne, IN 46802. Variable/Life/Health insurance. Insurance Agent. 30 hrs/mo; 30 during trading hrs. 3) RFG Advisory LLC. 1400 Urban Center Drive, Ste 475, Vestavia Hills, AL 35242. RIA. 160 hrs/mo; 160 during trading hrs. 4) RVA Wealth Management. 4510 Cox Road, Suite 201, Glen Allen, VA 23060. DBA for advisory, brokerage and insurance business. Owner, advisor, insurance agent. 160 hrs/mo; 160 during trading hrs.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-02

Designations

• Chartered Financial Consultant