RFG Advisory LLC
Legal Name: RFG ADVISORY, LLC
Full Contact Details
RFG Advisory LLC
1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL
205-397-2450
205-968-6089
Other Info
RFG Advisory LLC is a reputable AL Limited Liability Company with a team of 42 employees, including 34 advisory professionals. With a track record of success, this firm has served 9 clients to date. Its SEC status is currently listed as "approved," affirming its validity and credibility, with a registration date of Feb 6, 2014.
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(334) 347-2234 Menu HomeAbout Us Our CompanyOur TeamOur ServicesClient Center Account AccessInsights RetirementEstateInvestmentInsuranceTaxMoneyLifestyleTools GlossaryTax ResourcesContact Enterprise Investment Planning was founded with the goal of assisting our clients in every aspect of their f…
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Your future is our priority. Talk to a financial advisor about your life goals.
RFG Advisory | A High-Growth Hybrid RIA for Independent Advisors
RFG Advisory is a Financial Times Award-winning high-growth hybrid RIA for independent Advisors.
Landscape Wealth
Our mission is to create and preserve wealth while delivering a premier investment management experience.
Investor's Resource | Wealth Management | Your Trusted Partner for Life
Our financial advisors will create a holistic financial plan that gives you confidence — and the freedom to pursue what uniquely makes you happy.
GFG Wealth Advisors
Apple Tree Lane Wealth Management is a financial planning team based in Santa Fe, New Mexico. Imagine what you want your financial future to look like.
Direct Owners
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BOBBY RAY WHITE
MANAGING MEMBER owns more than 50% but less than 75%
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FREDERICK GEORGE WEDELL
CHIEF INVESTMENT OFFICER owns more than 10% but less than 25%
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SHANNON PARROTT SPOTSWOOD
PRESIDENT AND MANAGING MEMBER owns more than 10% but less than 25%
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VICTORIA A SCOLES
CHIEF COMPLIANCE OFFICER owns less than 5%
Top Holdings
- Eaton Vance Tax-Managed Dividend $16,444k
- Invesco FTSE RAFI US 1000 Port $15,290k
- Apple Inc $6,117k
- INVESCO VARIABLE RATE INVESTMENT GRADE ETF $5,268k
- FS INVESTMENT CORPORATION $4,238k
- ISHARES TR CORE S&P TTL STK $4,105k
- ENSTAR GROUP LTD $3,466k
- INVESCO EXCHNG TRADED FD TR $3,418k
- ISHARES INC CORE MSCI EMKT $3,033k
- COCA-COLA CO $3,014k