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Frederick George Trust Wedell

RFG ADVISORY, LLC·VESTAVIA HILLS, Alabama
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1400 URBAN CENTER DRIVE, VESTAVIA HILLS, AL 35242-2245CRD# 6701615Firm CRD# 158401
01

About

Frederick George Trust Wedell 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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6701615
Firm CRD# 158401
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Other advisors in VESTAVIA HILLS
Brian Alan Ryals — RFG ADVISORY, LLCHamilton Perkins Bouchelle Poynor — RFG ADVISORY GROUP, LLCRichard Henry Ohlrich — RFG ADVISORY, LLCJames Randolph Martin — SUNBURST FINANCIAL GROUP, LLCBobby Ray Trust White — 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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