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Hamilton Perkins Bouchelle Poynor

RFG ADVISORY GROUP, LLC·VESTAVIA HILLS, Alabama
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1400 URBAN CENTER DRIVE, VESTAVIA HILLS, AL 35242CRD# 2318633Firm CRD# 158401
01

About

Hamilton Perkins Bouchelle Poynor is a registered financial advisor based in VESTAVIA HILLS, Alabama, affiliated with RFG ADVISORY GROUP, 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# 2318633
Firm CRD# 158401
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Hamilton Perkins Bouchelle Poynor offer?
Hamilton Perkins Bouchelle Poynor specializes in Financial Planning, Investment Management. Contact their office in VESTAVIA HILLS, Alabama for a consultation.
What are Hamilton Perkins Bouchelle Poynor's credentials?
Hamilton Perkins Bouchelle Poynor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Hamilton Perkins Bouchelle Poynor located?
Hamilton Perkins Bouchelle Poynor is based in VESTAVIA HILLS, Alabama, working with RFG ADVISORY GROUP, LLC. Their office serves clients in the VESTAVIA HILLS metropolitan area and surrounding communities.
How does Hamilton Perkins Bouchelle Poynor charge for services?
Hamilton Perkins Bouchelle Poynor'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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Other advisors in VESTAVIA HILLS
Brian Alan Ryals — RFG ADVISORY, LLCRichard Henry Ohlrich — RFG ADVISORY, LLCJames Randolph Martin — SUNBURST FINANCIAL GROUP, LLCJonathan Michael Winzeler — 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
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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