FOUNDED BY PRODUCING ADVISORS IN 2003 | PROFESSIONALLY MANAGED HYBRID RIA DEDICATED TO SUPPORTING ADVISORS AND THEIR CLIENTS BEST INTENTIONS | MULTI CUSTODIAL | ROBUST TECHNOLOGY PLATFORM
INDEPENDENT
ADVISORS
LOCATIONS:
BIRMINGHAM
ST. LOUIS
NAPLES
SHREVEPORT
ENTERPRISE
ORANGE BEACH
SAN FRANCISCO
IN ADVISORY
ASSETS
IN BROKERAGE
& THIRD PARTY
ASSETS
*AS OF JANUARY 2018
RFG ADVISORY BRINGS TOGETHER GREAT MINDS TO
SUPPORT OUR GOAL OF BUILDING A BEST IN CLASS RIA.
CFO ENCOMPASS HEALTH
FORMER CFO SAKS INCORPORATED
BOARD MEMBER UNDERARMOUR
MANAGING DIRECTOR OF FOUNDERS
INVESTMENT BANKING’S TECHNOLOGY
PRACTICE
PRESIDENT GRACO RESOURCES,
VP ENERGEN
MANAGING PARTNER MN CAPITAL
STRATEGIES, CFO COLONIAL
PROPERTIES TRUST
RFG ADVISORY INVESTS IN TOP TALENT TO SUPPORT
OUR AFFILIATED INDEPENDENT ADVISORS.
MANAGING DIRECTOR/CHIEF
COMPLIANCE OFFICER
MANAGING DIRECTOR/
CONTROLLER
DIRECTOR OF ORGANIZATION
MANAGEMENT
DIRECTOR OF TRANSITIONS
DIRECTOR OF TECHNOLOGY
EXECUTIVE DIRECTOR OF BUSINESS DEVELOPMENT
SENIOR ACCOUNTANT
DIRECTOR OF OPERATIONS
PORTFOLIO TRADER
TD AMERITRADE, CHARLES SCHWAB, PRIVATE CLIENT SERVICES
WE ARE A SERVICE COMPANY FIRST, A TECHNOLOGY COMPANY SECOND,
AND A HYBRID RIA THIRD. WE WIN
WHEN YOU WIN.
YOU WILL ENJOY ACCESS TO A WIDE RANGE OF INVESTMENT STRATEGIES FOR YOUR CLIENTS, ROBUST TECHNOLOGY AND COMPLIANCE SUPPORT.