Matthew
Leahy

Rfg Advisory, LLC

CRD#6497048
Investment Advisor
in Madison, AL

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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

Series 66

Years of Experience

13 years

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

Disclosures

No

Office Location

100 Essex Ct., Suite C
Madison, AL 35758

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Rfg Advisory, LLC Brokerage Details

Total Assets Under Management

$1,506,583,609

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

64

AL Average: 52
Total Number of Accounts

8,092

AL Average: 1,560
Average Account Size

$186,182

AL Average: $1,038,837

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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.

2019 - Present (2 years)

Rfg Advisory, LLC

2019 - Present (2 years)

Private Client Services

2016 - Present (5 years)

Raymond James Financial Services Advisors Inc

2016 - Present (5 years)

Investor'S Resource

2015 - Present (6 years)

Mattnlina

2015 - 2019 (4 years)

Raymond James Financial Services

2015 - 2018 (3 years)

Vehicle Value Parts

2014 - 2015 (1 year)

A T & T

2014 - 2014 (< 1 year)

Vet Internet Co

2013 - 2014 (1 year)

Verizon

2012 - 2014 (2 years)

University Of Alabama Huntsville

2010 - 2013 (3 years)

Besy Buy Mobile

2009 - 2017 (8 years)

Calhoun Community College

2007 - 2013 (6 years)

Huntsville Tennis Center

Disclosures

Matthew Leahy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Rfg Advisory, LLC

Counce Drinkard
Birmingham, AL
Jordan St Clair
Saint Louis, MO
Matthew Dickinson
Saint Louis, MO
Chase Crump
Shreveport, LA
Jonathan Crosby
Birmingham, AL
Donald Lundy
Birmingham, AL
Jonathan Yeager
Birmingham, AL
James Keith
Williamstown, KY

This content was compiled from the SEC and FINRA.

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