Dennis
Laird
Rfg Advisory, LLC
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About this Advisor
Dennis Laird is a financial advisor based in Birmingham, Alabama who has 7 years of relevant experience. Laird is on the advisory team at Rfg Advisory, LLC. Throughout their career, Laird has worked at Ameriprise Financial Services Inc, Lpl Financial, LLC, Rfg Advisory and Private Client Services. Laird maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Alabama. Rfg Advisory, LLC is a registered investment firm operating out of Birmingham, AL. It has offices in 46 locations and a total of 195 employees. It manages $3 billion in assets across its 16,034 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves eight charitable organizations. Of its 16,034 client accounts, just 10% are held by high-net-worth clients who have greater than $1 million in investable assets. Rfg Advisory, LLC has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees usually depend on which service is offered. Fees charged by Rfg Advisory, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rfg Advisory, LLC Brokerage Details
$2,996,872,822
195
16,034
$186,907
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Dennis Laird Work History
Dennis has been registered as a financial advisor for 7 years.*
Private Client Services
Rfg Advisory
Lpl Financial, LLC
Ameriprise Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dennis Laird 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
Birmingham, AL
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Westlake, OH
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Brentwood, TN
Birmingham, AL
Saint Louis, MO
Birmingham, AL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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