Christopher
Rogers

Rfg Advisory, LLC

CRD#6054375
Investment Advisor
in Birmingham, AL

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About this Advisor

Christopher Rogers is a financial advisor based in Birmingham, Alabama, working with Rfg Advisory, LLC. Christopher has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Fidelity Brokerage Services LLC, Ameriprise Financial Services, LLC, Alabama National Guard, Rfg Advisory, Regions Bank, and Private Client Services. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Alabama and Texas. Currently, Christopher is part of Rfg Advisory, LLC, which operates out of Birmingham, Alabama. The firm has 46 offices and 195 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Rfg Advisory, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

Office Location

1400 Urban Center Drive Suite 475
Birmingham, AL 35242

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Rfg Advisory, LLC Brokerage Details

Total Assets Under Management

$3,859,253,984

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

195

AL Average: 52
Total Number of Accounts

17,871

AL Average: 1,560
Average Account Size

$215,951

AL Average: $1,038,837

Investment Advisory Services

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

Christopher Rogers Work History

2022 - Present (3 years)

Rfg Advisory

2022 - Present (3 years)

Private Client Services

2017 - Present (8 years)

Alabama National Guard

2020 - 2022 (2 years)

Ameriprise Financial Services, LLC

2018 - 2019 (1 year)

Regions Bank

2015 - 2017 (2 years)

Fidelity Brokerage Services LLC

2014 - 2015 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

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Disclosures

Please visit the SEC profile of Christopher Rogers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rfg Advisory, LLC

Brittani Schaefer
Saint Louis, MO
Zachary Wicker
Birmingham, AL
Casey Marshall
Birmingham, AL
Counce Drinkard
Birmingham, AL
Gibson Bosworth
Birmingham, AL
Sean Mccauley
Southlake, TX
John Gallia
Saint Louis, MO
Kevin Murphy
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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