Unclaimed Profile

Frederick Lawrence Angst

RFG ADVISORY GROUP, LLC·BIRMINGHAM, Alabama

SIE, Series 7, Series 65, Series 66Clean record22 years registeredRFG ADVISORY GROUP, LLC

1100 CORPORATE DRIVE, BIRMINGHAM, AL 35242CRD# 4400636Firm CRD# 158401

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Frederick Lawrence Angst · BIRMINGHAM, AL

Registration

CRD #4400636 · RFG ADVISORY GROUP, LLC · 22 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Jun 2024 – present

SECURITIES AMERICA ADVISORS, INC.

Feb 2015 – Jun 2024

BIRMINGHAM, AL

RFG ADVISORY GROUP, LLC

Aug 2011 – Feb 2015

BIRMINGHAM, AL

SECURITIES AMERICA ADVISORS, INC.

Jun 2004 – Aug 2011

BIRMINGHAM, AL

LINCOLN FINANCIAL ADVISORS CORPORATION

Dec 2003 – Jul 2004

BIRMINGHAM, AL

VERAVEST INVESTMENT ADVISORS, INC.

Sep 2003 – Dec 2003

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · September 16, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RFG ADVISORY, LLC

CRD 158401 · SEC 801-79153

AUM

$3.9B

Regulatory assets under management

Employees

195

17,871 client accounts

Services offered by RFG ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at RFG ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Frederick Lawrence Angst offer?

Frederick Lawrence Angst specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Frederick Lawrence Angst's credentials?

Frederick Lawrence Angst is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frederick Lawrence Angst located?

Frederick Lawrence Angst is based in BIRMINGHAM, Alabama, working with RFG ADVISORY GROUP, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Frederick Lawrence Angst charge for services?

Frederick Lawrence Angst's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RFG ADVISORY GROUP, LLC?

RFG ADVISORY GROUP, LLC has approximately 195 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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