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Rfg Advisory, LLC CRD 158401
$7.97B regulatory AUM 12 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-14 |
| AL | RA | APPROVED | 2019-04-05 |
Branch Locations
100 Essex Ct., Suite C, Madison, AL 35758 • United States
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investors Resource | Madison | AL | 08/2011 | Present |
| Raymond James Financial Services Advisors Inc. | Madison | AL | 10/2012 | Present |
| Rfg Advisory, Llc | Vestavia Hills | AL | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-24 |
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