Category: Featured

RFG Advisory Announces a New Advisor Joining Shreveport, Louisiana based partner firm WFA

August 13, 2020

Birmingham, AL, August 7, 2020/ PR Newswire/– Recognized by the Financial Times as a Top 300 RIA in the U.S. out of 13,000 RIAs and nominated by Wealth Mangement.com as the Non-Custodial RIA Support Platform of the Year, RFG is excited to announce... Continue Reading >


RFG ADVISORY ANNOUNCES AFFILIATION WITH NORTH TEXAS INDEPENDENT FINANCIAL ADVISOR TOM CHANCELLOR | RFG Advisory

August 10, 2020

BIRMINGHAM, AL – August 7, 2020 – RFG Advisory is pleased to announce the affiliation of Dallas-Fort Worth Metroplex (DFW) Independent Financial Advisor, Tom Chancellor, CFP®.  Tom, a Certified Financial Planner™, has been providing comprehensive wealth management and financial planning services for over two... Continue Reading >


RFG Advisory Announces Affiliation with Montgomery Area Independent Financial Advisor Charles “Chic” Lineberry | RFG Advisory

August 5, 2020

MONTGOMERY, ALABAMA – July 24th, 2020 – RFG Advisory, one of the nation’s leading RIA firms, is excited to welcome Independent Advisor Charles “Chic” Lineberry to our state-of-the-art platform designed for independent financial advisors.  Located in the Montgomery Area and with more than... Continue Reading >


WE ARE A 2020 FINANCIAL TIMES TOP 300 RIA | RFG ADVISORY

July 30, 2020

RFG Advisory was selected out of a pool of 12,993* RIAs based on performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This year’s impressive cohort of elite RIA firms represents nearly... Continue Reading >


RFG Advisory Announces Affiliation with Montgomery Area Independent Advisor Charles “Chic” Lineberry | RFG Advisory

July 29, 2020

RFG Advisory continues to grow as they add independent advisor, Charles "Chic" Lineberry, to their cutting-edge platform. See why RFG Advisory and Charles are excited for this new affiliation! Continue Reading >


Bobby White Featured in Who’s Who in Finance 2020 | Birmingham Business Journal

May 5, 2020

RFG Advisory Founder and CEO, Bobby White, recognized by the Birmingham Business Journal as a name to know in the finance industry in Birmingham Continue Reading >


Markets React Positively to Re-Opening Efforts in the US | RFG Advisory Market Commentary

April 28, 2020

After over 6 weeks of widespread stay-at-home orders for most Americans, the gradual process of re-opening economies is starting in some states, which has had a positive effect on US Markets as a whole. RFG Advisory CIO RIck Wedell discusses why realistic... Continue Reading >


CARES Act Summary for Small Business Owners

April 1, 2020

For small business owners, the CARES Act has a lot of benefits that you could take advantage of. Here is a great summary of the federal programs available to you. Check out your options and take advantage of these programs where you... Continue Reading >