Counce
Drinkard

Rfg Advisory, LLC

CRD#5370403
Investment Advisor
in Birmingham, AL

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About this Advisor

Counce Drinkard is a financial advisor based in Birmingham, Alabama, working with Rfg Advisory, LLC. Counce has previously held positions at Bbva Securities Inc, Cantor Fitzgerald & Co, Lpl Financial LLC, Rfg Advisory, Linsco Private Ledger, Private Client Services, and Rfg Advisory, LLC Dba Four Seasons Wealth Management. Counce has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama and Florida. Currently, Counce 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 63, Series 65

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 Dr. 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

Counce Drinkard Work History

2023 - Present (1 year)

Rfg Advisory, LLC Dba Four Seasons Wealth Management

2018 - Present (6 years)

Private Client Services

2018 - 2018 (< 1 year)

Linsco Private Ledger

2017 - 2023 (6 years)

Rfg Advisory

2016 - 2018 (2 years)

Lpl Financial LLC

2014 - 2014 (< 1 year)

Bbva Securities Inc

2014 - 2016 (2 years)

Cantor Fitzgerald & Co

Disclosures

Please visit the SEC profile of Counce Drinkard 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

Ryan Briggs
Birmingham, AL
John Gallia
Saint Louis, MO
Michael Smith
Birmingham, AL
Gibson Bosworth
Birmingham, AL
Brittani Schaefer
Saint Louis, MO
Mackenzie Bekeza
Colorado Springs, CO
Casey Marshall
Birmingham, AL
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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