Brianne
Smith

Rfg Advisory, LLC

CRD#7192976
Investment Advisor
in Montgomery, AL

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Brianne Smith is a personal financial specialist operating in Montgomery, Alabama, with a total of 19 years of financial industry experience. Smith is on the advisory team at Rfg Advisory, LLC. The advisor has gained experience at Rfg Advisory, LLC, Huntingdon College, Warren Averett and Brianne C. Smith, Cpa, LLC. Smith is registered to advise clients in Alabama. Rfg Advisory, LLC is a firm that has its headquarters in Montgomery, Alabama. The company has offices in 16 locations and a total of 64 people on staff. It has $2 billion in assets between its 8,092 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 8,092 accounts, just 9% are associated with high-net-worth investors who have at least $1 million in investable assets. Rfg Advisory, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually depend on which services the firm provides the client. However, fee types billed by Rfg Advisory, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Personal Financial Specialist

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2740 Central Parkway
Montgomery, AL 36106

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Rfg Advisory, LLC Brokerage Details

Total Assets Under Management

$1,506,583,609

AL Average: $1,620,585,161
Total Number of Employees

64

AL Average: 52
Total Number of Accounts

8,092

AL Average: 1,560
Average Account Size

$186,182

AL Average: $1,038,837

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brianne Smith Work History

Brianne has 19 years of experience.

2019 - Present (2 years)

Rfg Advisory, LLC

2016 - Present (5 years)

Brianne C. Smith, Cpa, LLC

2014 - 2019 (5 years)

Huntingdon College

2001 - 2014 (13 years)

Warren Averett

Disclosures

Brianne Smith has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Rfg Advisory, LLC

Matthew Dickinson
Saint Louis, MO
Jordan St Clair
Saint Louis, MO
Donald Lundy
Birmingham, AL
Jonathan Yeager
Birmingham, AL
Counce Drinkard
Birmingham, AL
Jonathan Crosby
Birmingham, AL
James Keith
Williamstown, KY
Gibson Bosworth
Birmingham, AL

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started