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Bobby Ray Trust White

RFG ADVISORY, LLC·VESTAVIA HILLS, Alabama
Unclaimed Profile
1400 URBAN CENTER DRIVE, VESTAVIA HILLS, AL 35242-2245CRD# 3095184Firm CRD# 158401
01

About

Bobby Ray Trust White is a registered financial advisor based in VESTAVIA HILLS, Alabama, affiliated with RFG ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
RFG ADVISORY, LLC
RFG ADVISORY, LLC
AUM
$3.9B
Regulatory assets under management
Employees
195
Total firm employees
View all advisors at RFG ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3095184
Firm CRD# 158401
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in VESTAVIA HILLS
Hamilton Perkins Bouchelle Poynor — RFG ADVISORY GROUP, LLCRichard Henry Ohlrich — RFG ADVISORY, LLCJames Randolph Martin — SUNBURST FINANCIAL GROUP, LLCJonathan Michael Winzeler — SUNBURST FINANCIAL GROUP, LLCBrian Alan Ryals — RFG ADVISORY, LLC
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)FAIRHOPE (13)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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