Matthew
Leahy
Rfg Advisory, LLC
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About this Advisor
Matthew Leahy is a financial advisor based in Madison, Alabama, working with Rfg Advisory, LLC. Matthew has previously held positions at Raymond James Financial Services, A T & T, Vet Internet Co, Calhoun Community College, Vehicle Value Parts, Mattnlina, Raymond James Financial Services Advisors Inc, Investor'S Resource, Rfg Advisory, LLC Dba Investor'S Resource, and Private Client Services. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Alabama and Texas. Currently, Matthew is part of Rfg Advisory, LLC, which operates out of Madison, 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
Services Offered
Fee Structure
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Rfg Advisory, LLC Brokerage Details
$3,859,253,984
195
17,871
$215,951
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
Rfg Advisory, LLC Dba Investor'S Resource
Private Client Services
Raymond James Financial Services Advisors Inc
Investor'S Resource
Mattnlina
Raymond James Financial Services
Vehicle Value Parts
A T & T
Vet Internet Co
Calhoun Community College
Disclosures
Please visit the SEC profile of Matthew Leahy 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
Brentwood, TN
Birmingham, AL
Colorado Springs, CO
Saint Louis, MO
Birmingham, AL
Saint Louis, MO
Birmingham, AL
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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