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

July 29, 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 innovative platform designed for independent financial advisors. 

Located in the Montgomery Area and with more than 14 years of experience in the industry, Lineberry is excited to begin the next chapter of his career with RFG Advisory. “I am looking forward to the future with RFG Advisory,” he says, “The financial industry is changing fast and RFG Advisory is on the cutting-edge, leading the way for advisors like me to take my client experience to the next level. I am confident that RFG Advisory’s innovative support platform will bring immense value to my clients as we build for the future.” 

RFG Advisory’s delivers a turn-key solution for independent advisors offering innovative technology, a service-first mentality, compliance and marketing support, succession planning solutions, as well as growth-focused prospecting platforms. 

“RFG Advisory is a community of A-players, who are constantly innovating, creating, and working to build the RIA of the Future, to not only lead the way, but be on the bleeding-edge of the wealth management industry.” says Bobby White, “We are thrilled to welcome Charles to our RFG community.”

To learn more about Chic, please visit:

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 buys stakes in advisor practices to facilitate succession planning and provide loans to advisors to enable the move to full independence.

Securities offered through Private Client Services, member FINRA/ SIPC. Advisory Services offered through RFG Advisory, a Registered Investment Advisor.  RFG Advisory and Private Client Services are unaffiliated entities.