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Robert Thurman Agnew

Rfg Advisory, LLC

Vestavia Hills, AL

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Current Employers
Rfg Advisory, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2019-11-01
  • AL RA
    APPROVED
    Since 2019-11-01

Branch Locations

1400 Urban Center Drive, 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
Wells Fargo Advisors Financial Network Llc Mountain Brook AL 05/2009 11/2019
Private Client Services Birmingham AL 10/2019 12/2020
Rfg Advisory, Llc Mountain Brook AL 11/2019 Present
Agnew Wealth Management, Llc Mountain Brook AL 05/2019 Present
Previous Registrations
Other Businesses

1) AGNEW WEALTH MANAGEMENT LLC. 3 OFFICE PARK CIRCLE, SUITE 317, MOUNTAIN BROOK, AL 35223. DBA. WEALTH ADVISOR. 160 HOURS/MO; 120 DURING TRADING HOURS. 2) RFG ADVISORY, LLC. 1400 URBAN CENTER DRIVE, SUITE 475, BIRMINGHAM, AL 35242. RIA. WEALTH ADVISOR.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-03-04
S63 Uniform Securities Agent State Law Examination 1986-01-16
  • S65 Uniform Investment Adviser Law Examination
    1996-03-04
  • S63 Uniform Securities Agent State Law Examination
    1986-01-16
Other Names
  • Bob Agnew
  • Robert Thurman Agnew
  • Robert T Agnew
  • Robert T Agnew Jr.
  • Robert T Agnew
  • Bob Agnew

View on SEC IAPD

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APPROACH RETIREMENT ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

BOBBY RAY TRUST WHITE
HARRIS TODD DOOBROW
MARK ANDREW PEARSON
ERIC JOSEPH BLAKE
HEIDI MARIE BIRD
AUDREY IVY PIERSON
RYAN CHRISTOPHER WHITLEY
BRIAN DAVID SWILLING

Other Offices

RFG ADVISORY, LLC · VESTAVIA HILLS, AL
AMERIPRISE FINANCIAL SERVICES, LLC · Vestavia, AL
BCR WEALTH STRATEGIES · VESTAVIA, AL
CETERA INVESTMENT ADVISERS LLC · MOUNTAIN BROOK, AL
APPROACH RETIREMENT ADVISORS, LLC · BIRMINGHAM, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Vestavia, AL
PNC WEALTH MANAGEMENT LLC · CAHABA HEIGHTS, AL
LPL FINANCIAL LLC · BIRMINGHAM, AL

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