Rfg Advisory, LLC
About this Advisor
Matthew Leahy is a financial advisor who lives in Madison, Alabama. Currently a registered advisor at Rfg Advisory, LLC, Leahy has 13 years of work experience in the financial advisory industry. Leahy holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Leahy can work with customers in Alabama and Texas. Their career trajectory has included roles at Raymond James Financial Services, A T & T, Vet Internet Co, Verizon, Besy Buy Mobile, Huntsville Tennis Center, Calhoun Community College, University Of Alabama Huntsville, Vehicle Value Parts, Mattnlina, Raymond James Financial Services Advisors Inc, Investor'S Resource, Rfg Advisory, LLC and Private Client Services. Rfg Advisory, LLC is headquartered in Madison, Alabama, and operates out of 16 additional brick-and-mortar locations in the nation. In aggregate, Rfg Advisory, LLC manages $2 billion in assets dispersed across 8,092 accounts and employs more than 64 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 9% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Rfg Advisory, LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Rfg Advisory, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Matthew Leahy Work History
Matthew has 13 years of experience.
Rfg Advisory, LLC
Private Client Services
Raymond James Financial Services Advisors Inc
Raymond James Financial Services
Vehicle Value Parts
A T & T
Vet Internet Co
University Of Alabama Huntsville
Besy Buy Mobile
Calhoun Community College
Huntsville Tennis Center
Matthew Leahy has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Rfg Advisory, LLC
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