October 27th, 2020 – Birmingham, AL—RFG Advisory, an award-winning and fast-growing Hybrid RIA, announces the affiliation of Todd Dubrow, dually registered advisor based in Birmingham.
Todd Doobrow, CFP®, RICP®, CHFC®, MBA, a native of Charlotte, North Carolina and graduate of UNC Chapel Hill, has been a financial advisor in the Birmingham Area since 1999. In that time, Todd has become an expert in practice management, serving small business owners, dental and medical practitioners, and business figures in the Birmingham area.
“As a financial advisor, it is important to be present,” say RFG Advisory Founder and CEO, Bobby White, “With the support of RFG Advisory, Todd will had will have access to a best-in-class technology, an A-player service team, and the tools and resources he needs to spend more time making his relationships with his clients even stronger.”
Todd Doobrow has extensive experience in practice management in the medical field. As the son of a dentist, he understands the value it brings to his clients to have a partner to help them navigate the complex decisions they must make as a small business owner.
“This move to RFG Advisory is about serving my clients,” Todd Doobrow says, “I have a fiduciary responsibility to my clients and RFG Advisory’s innovative platform gives me the tools to give excellent service and the freedom to ensure that I am fulfilling the responsibility that I have to my clients.”
If you would like to learn more about Todd, visit www.rfgadvisorywealth.com/todddoobrow
ABOUT RFG ADVISORY
About RFG Advisory
RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory prides itself on being a service company first, a technology company second and a hybrid-RIA third. RFG Advisory delivers a turn-key integrated platform that provides Advisors all of the tools and resources they need to be the CEO of their practice, not the COO, including turn-key technology, institutional-caliber investment management, marketing, compliance, business consulting and operational support. Focused on amplifying independence, Advisors who affiliate with RFG Advisory maintain all of the equity in their business and pay a basis point fee for access to RFG’s investment and technology platform. Additionally, through RFG Capital, the firm helps advisors to facilitate succession planning and provide loans to advisors to enable the move to full independence.
Contact
Kristy Puckett
Business Development Team Lead, RFG Advisory
Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. RFG Advisory and Private Client Services are unaffiliated entities.
