Unclaimed Profile

Frederick George Trust Wedell

RFG ADVISORY, LLC·VESTAVIA HILLS, Alabama

Series 65Clean record9 years registeredRFG ADVISORY, LLC

1400 URBAN CENTER DRIVE, VESTAVIA HILLS, AL 35242-2245CRD# 6701615Firm CRD# 158401

Profile Verification

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

Identity

Frederick George Trust Wedell · VESTAVIA HILLS, AL

Registration

CRD #6701615 · RFG ADVISORY, LLC · 9 years registered

Brand Profile

Not yet started

Career History

RFG ADVISORY, LLC

Oct 2016 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 20, 2016

Years registered · 9

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

Speak with Frederick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Frederick is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in VESTAVIA HILLS?

Browse all registered financial advisors in VESTAVIA HILLS, Alabama or claim this profile if it's yours.

Browse VESTAVIA HILLS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Frederick George Trust Wedell offer?

Frederick George Trust Wedell specializes in Financial Planning, Investment Management. Contact their office in VESTAVIA HILLS, Alabama for a consultation.

What are Frederick George Trust Wedell's credentials?

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

Where is Frederick George Trust Wedell located?

Frederick George Trust Wedell 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 Frederick George Trust Wedell charge for services?

Frederick George Trust Wedell'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →