Unclaimed Profile

Hamilton Perkins Bouchelle Poynor

RFG ADVISORY GROUP, LLC·VESTAVIA HILLS, Alabama

SIE, Series 6, Series 7, Series 24, Series 63, Series 66Clean record22 years registeredRFG ADVISORY GROUP, LLC

1400 URBAN CENTER DRIVE, VESTAVIA HILLS, AL 35242CRD# 2318633Firm CRD# 158401

Profile Verification

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

Identity

Hamilton Perkins Bouchelle Poynor · VESTAVIA HILLS, AL

Registration

CRD #2318633 · RFG ADVISORY GROUP, LLC · 22 years registered

Brand Profile

Not yet started

Career History

ARETE WEALTH ADVISORS, LLC

Nov 2018 – present

LPL FINANCIAL LLC

Nov 2016 – Nov 2018

BIRMINGHAM, AL

RFG ADVISORY GROUP, LLC

Aug 2011 – Nov 2016

VESTAVIA HILLS, AL

SECURITIES AMERICA ADVISORS, INC.

Apr 2009 – Aug 2011

BIRMINGHAM, AL

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

May 2008 – Apr 2009

BIRMINGHAM, AL

EAGLE STRATEGIES LLC

Jan 2004 – May 2008

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · January 8, 2004

Years registered · 22

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 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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