RFG Advisory

United States · 160 Employees
RFG Advisory is a hybrid RIA firm built around a service first culture – we take care of our Advisors so that they can take care of their clients. RFG delivers a fully-integrated platform engineered to power the independent Investment Advisor by offering a wide range of services, from a cutting-edge technology to compliance, investment management, operations, team management practice consulting and branding/marketing support. Experienced in M&A, we grow through succession-driven acquisitions or independent advisor affiliation. Our goal is to be the partner of choice for growth-oriented Advisors, to thrive in the midst of disruption in the wealth management industry and above all to enable Advisors to be in business for themselves, not by themselves. Advisor led and professionally managed, RFG Advisory's team wakes up every day thinking about how we can create value for our Advisors. We believe it speaks volumes that our talented employees are solely focused on delivering solutions to help grow an Advisor's practice. Join Us – Your Future is Our Priority. For a list of states in which we are registered to do business, please visit www.rfgadvisory.com. Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services Third party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness.

概述

国家 United States
成立时间 2003
总部 1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242, US
电话号码 +1 205-397-2459
网站 http://www.rfgadvisory.com
LinkedIn http://www.linkedin.com/company/rfgadvisory
Twitter https://twitter.com/RfgGroup
Facebook https://facebook.com/pages/Reliance-Financial-Group/1425649441012296
员工数 160
行业 financial services,
简介 RFG Advisory is a Financial Times Award-winning high-growth hybrid RIA for independent Advisors.

技术

Android

Frameworks and Programming Languages

Apache

Load Balancers

Atlassian Cloud

CMS

Flutter

Frameworks and Programming Languages

Google Font API

Fonts

Google Tag Manager

Tag Management

Hubspot

Marketing Automation

Mobile Friendly

Other

Outlook

Email Providers

Python

Frameworks and Programming Languages

React Redux

CSS and JavaScript Libraries

Salesforce

Customer Relationship Management

SharePoint

CMS

Typekit

Fonts

Vimeo

Online Video Platforms

WordPress.org

CMS

常见问题

RFG Advisory 在哪里?

RFG Advisory 的总部位于 1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242, US

RFG Advisory 的电话号码是多少?

RFG Advisory 的电话号码是 +1 205-397-2459

RFG Advisory 的官方网站是什么?

RFG Advisory 的公司官方网站是 http://www.rfgadvisory.com

RFG Advisory 是做什么的?

RFG Advisory is a Financial Times Award-winning high-growth hybrid RIA for independent Advisors.

RFG Advisory 的业务有哪些?

RFG Advisory 的年收入是多少?

RFG Advisory 的收入是 1708000美元

RFG Advisory 有多少员工?

RFG Advisory 有 160 名员工

RFG Advisory 属于哪个行业?

RFG Advisory 从事以下行业: financial services

RFG Advisory 使用什么技术?

RFG Advisory 使用的一些流行技术包括: Android,Apache,Atlassian Cloud,Flutter,Google Font API,Google Tag Manager,Hubspot,Mobile Friendly,Outlook,Python,React Redux,Salesforce,SharePoint,Typekit,Vimeo,WordPress.org

如何联系 RFG Advisory?

RFG Advisory 联系信息: 电话号码:+1 205-397-2459, 网站:http://www.rfgadvisory.com, 邮箱:pgo***@***.com

RFG Advisory 的社交媒体链接是什么?

RFG Advisory 领英:http://www.linkedin.com/company/rfgadvisory,fackbook:https://facebook.com/pages/Reliance-Financial-Group/1425649441012296,twitte:https://twitter.com/RfgGroup

RFG Advisory 是一家上市公司吗?

不是

RFG Advisory 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 RFG Advisory?

RFG Advisory 有 0 家投资者,包括 。

管理层

Paul Goudeau

Senior System Administrator

Bernard H

IT HelpDesk Manager

Jim Sumpter

Vice President, Wealth Manager

Jake Travis

Director of Compliance and Supervison

Addison Janz

Technology Relationship Manager

员工

Amy Wiseman

Operations Associate

Theresa Duenke

Operations Associate & Transition Specialist

Allison Y

Marketing Coordinator

Billy Haskins

Registered Principle, Investment Advisor at RFG Advisory, Dothan

Alex Norath

Registered Client Associate

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