Birmingham, Ala (Sept. 30, 2015) Birmingham-based RFG Advisory, a high-growth financial advisory firm, announced this month that the company has expanded into Louisiana adding a partnership with Williams Financial Advisors. This brings an additional office to the RFG network located in Shreveport, La.. With this expansion, RFG has grown its total number of independent financial advisors to 32 and now operates from five locations.
The six independent financial advisors who are associated with Williams Financial Advisors now join the RFG team and will operate under RFG’s hybrid RIA business model. “RFG helped us to design a long-term succession plan that benefits our clients and our team. It’s a win-win situation and we believe our collaboration with RFG will enable us to continue to successfully grow our wealth management business.”
“RFG is a unique culture where people come first. The talented team at Williams Financial Advisors is the right fit for RFG. They share our commitment to building relationships built on trust, integrity and experience,” Bobby White, chairman and CEO of RFG stated “It’s an exciting time for our firm as we expand the RFG footprint.”
Both RFG and Williams Financial Advisors are affiliated with LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation (as reported by Financial Planning Magazine 1996-2015). With the Louisiana expansion, RFG now has offices in Birmingham, as well as Naples, Fla., St. Louis, Mo. and now Shreveport, LA.
About RFG Advisory
RFG Advisory is a high growth hybrid RIA that provides advisors with complete flexibility and access to products offered and the clients served. With higher pay-outs, succession planning capabilities, an in-house investment team and robust technology and compliance systems, RFG was built to support the independent advisor. For more information on how RFG can provide wealth management strategies for your client, enhance the bottom line of your advisory business and facilitate succession planning please contact us.
Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through RFG Advisory Group, LLC a registered investment advisor. RFG Advisory Group, LLC, Reliance Financial Group and Williams Financial Advisors are separate entities from LPL Financial.