Robert
Agnew
Rfg Advisory, LLC
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About this Advisor
Robert Agnew is a financial advisor based in Birmingham, Alabama, working with Rfg Advisory, LLC. Robert has previously held positions at Wells Fargo Advisors Financial Network LLC, Private Client Services, Rfg Advisory, LLC, and Agnew Wealth Management, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama. Currently, Robert 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
Services Offered
Fee Structure
Office Location
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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
Robert Agnew Work History
Rfg Advisory, LLC
Agnew Wealth Management, LLC
Private Client Services
Wells Fargo Advisors Financial Network LLC
Disclosures
Please visit the SEC profile of Robert Agnew 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
Colorado Springs, CO
Saint Louis, MO
Brentwood, TN
Saint Petersburg, FL
Birmingham, AL
Birmingham, AL
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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