Unclaimed Profile

Bobby Ray Trust White

RFG ADVISORY, LLC·VESTAVIA HILLS, Alabama

SIE, Series 7, Series 24, Series 51, Series 66Clean record27 years registeredRFG ADVISORY, LLC

1400 URBAN CENTER DRIVE, VESTAVIA HILLS, AL 35242-2245CRD# 3095184Firm CRD# 158401

Profile Verification

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

Identity

Bobby Ray Trust White · VESTAVIA HILLS, AL

Registration

CRD #3095184 · RFG ADVISORY, LLC · 27 years registered

Brand Profile

Not yet started

Career History

PRIVATE CLIENT SERVICES, LLC

Jun 2018 – present

RFG ADVISORY, LLC

Aug 2011 – present

LPL FINANCIAL LLC

Aug 2015 – Dec 2016

VESTAVIA HILLS, AL

SECURITIES AMERICA ADVISORS, INC.

Jun 2004 – Aug 2011

BIRMINGHAM, AL

LINCOLN FINANCIAL ADVISORS CORPORATION

Jan 2004 – Jun 2004

BIRMINGHAM, AL

VERAVEST INVESTMENT ADVISORS, INC.

May 1999 – Dec 2003

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 66

Registration record

First registered · May 3, 1999

Years registered · 27

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 Bobby Ray Trust White offer?

Bobby Ray Trust White specializes in Financial Planning, Investment Management. Contact their office in VESTAVIA HILLS, Alabama for a consultation.

What are Bobby Ray Trust White's credentials?

Bobby Ray Trust White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bobby Ray Trust White located?

Bobby Ray Trust White is based in VESTAVIA HILLS, Alabama, working with RFG ADVISORY, LLC. Their office serves clients in the VESTAVIA HILLS metropolitan area and surrounding communities.

How does Bobby Ray Trust White charge for services?

Bobby Ray Trust White'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, LLC?

RFG ADVISORY, 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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