Robert Thurman Agnew

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

• 05/2009 → 11/2019
  Wells Fargo Advisors Financial Network Llc
  Mountain Brook, AL
• 10/2019 → 12/2020
  Private Client Services
  Birmingham, AL
• 11/2019 → Present
  Rfg Advisory, Llc
  Mountain Brook, AL
• 05/2019 → Present
  Agnew Wealth Management, Llc
  Mountain Brook, AL

Previous Registrations

• 2008-02-14 → 2019-11-05
  Wells Fargo Advisors Financial Network, Llc
  Mountain Brk, AL
  Mountain Brk, AL
• 1993-03-24 → 2008-02-22
  Ubs Financial Services Inc.
  Birmingham, AL
  Birmingham, AL

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

• 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