Best Investors Account Sign in
Inactive

Frederick George Trust Wedell

Rfg Advisory, LLC

Vestavia Hills, AL

CRD 6701615

Claim This Profile
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:

Current Employers
Rfg Advisory, Llc

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2016-10-20
  • AL RA
    APPROVED
    Since 2016-10-20

Branch Locations

1400 Urban Center Dr. Suite 475, Vestavia Hills, AL 35242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rfg Advisory Group, Llc Birmingham AL 09/2016 Present
  • 09/2016 → Present
    Rfg Advisory Group, Llc
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-20
  • S65 Uniform Investment Adviser Law Examination
    2016-10-20
Other Names
  • Frederick Wedell
  • Rick Wedell
  • Frederick George Wedell

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
BCR WEALTH STRATEGIES
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

BOBBY RAY TRUST WHITE
HARRIS TODD DOOBROW
MARK ANDREW PEARSON

Nearby Offices

RFG ADVISORY, LLC · Vestavia Hills, AL
AMERIPRISE FINANCIAL SERVICES, LLC · Vestavia, AL
BCR WEALTH STRATEGIES · VESTAVIA, AL

More in Vestavia Hills, AL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor