John Paul Steele

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

• 01/2012 → 05/2017
  Student
  Auburn, AL
• 06/2017 → 04/2020
  Baumhowers Victory Grill
  Auburn, AL
• 05/2020 → 08/2020
  Unemployed
  Auburn, AL
• 09/2020 → 10/2020
  Enterprise Rent-A-Car
  Birmingham, AL
• 11/2020 → 01/2022
  Enterprise Holdings
  Hoover, AL
• 02/2022 → 07/2022
  Enterprise Holdings
  Flowood, MS
• 07/2022 → 05/2024
  Independent Financial Partners
  Tampa, FL
• 05/2024 → 02/2025
  Fisher Investments
  Tampa, FL
• 03/2025 → Present
  Rfg Advisory, Llc
  Birmingham, AL
• 03/2025 → Present
  Private Client Services
  Lutz, FL

Previous Registrations

• 2024-07-12 → 2025-02-11
  Fisher Investments
  Plano, TX
  Tampa, FL

Other Businesses

RFG Advisory. 1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242. RIA. Staff.160 hrs/mo;160 during trading hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-12

Other Names

• John Paul Steele