December 7, 2018
Birmingham, AL, December 7, 2018/ PR Newswire/– RFG Advisory, a firm dedicated to serving independent Advisors and their clients, announces that Ryan Conley, CFP, has joined the Company. Conley is a well-respected Advisor based in St Louis, Missouri. This marks the third wealth management practice to join RFG throughout Q4.
“I’m very excited to partner with RFG,” Conley states. “This partnership allows me to become an independent Advisor and to continue to provide trusted financial advice to my clients. RFG’s innovative integrated technology platform will enable me to grow my practice in the future and deliver an exceptional experience to my clients today.”
“RFG helps talented Advisors like Ryan to be in business for themselves, not by themselves,” Bobby White, Chairman and CEO of RFG Advisory, said. “By supporting him in all facets of his practice – technology, investment management, compliance, operations, business consulting and marketing – Ryan and his team will be freed up to concentrate on what they do best – serving clients and prospects.”
About RFG Advisory Named a Top 300 RIA in the U.S. by the Financial Times, RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent Financial Advisors and their clients, RFG Advisory delivers to Advisors a turn-key integrated technology platform to manage their practice and an institutional-caliber investment management. RFG Advisory’s services include comprehensive wealth management, financial plan consulting and personalized 1-1 financial life management for families, individuals, executives and entrepreneurs. Investment advice offered through RFG Advisory, a registered investment advisor.
About Private Client Services
PCS was founded in 2001, has more than 90 branches across the U.S. and serves hybrid Registered Investment Advisors and dually-registered IARs with a personalized level of service. PCS partners with Pershing, LLC, the industry’s largest clearing firm, to clear transactions and custody assets, allowing PCS to support the contemporary technology products and services at RFG. Private Client Services’ home office is located at 2225 Lexington Road, Louisville, KY 40206. Member FINRA/SIPC. PCS and RFG advisory are unaffiliated entities.
Contact:
Kristy Puckett | 205-397-2459 | kpuckett@rfgadvisory.com