Roger
Hubbert

Rfg Advisory, LLC

CRD#3169169
Investment Advisor
in Madison, AL

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About this Advisor

Roger Hubbert is a financial advisor working in Madison, Alabama, with a total of 34 years of work experience. Hubbert is an advisor for Rfg Advisory, LLC. The advisor has gained experience at Investors Resource, Dale Hubbert Accounting, Raymond James Financial Services Advisors Inc, Retired and Rfg Advisory, LLC. Hubbert holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Alabama. Rfg Advisory, LLC is a registered investment firm that has its headquarters in Madison, Alabama. It has offices in 16 locations and a total of 64 employees. It controls $2 billion in assets between its 8,092 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 8,092 accounts, just 9% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fee types charged by Rfg Advisory, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

34 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

Roger Hubbert Work History

Roger has 34 years of experience.

2019 - Present (2 years)

Rfg Advisory, LLC

2012 - Present (9 years)

Raymond James Financial Services Advisors Inc

2011 - Present (10 years)

Investors Resource

2011 - 2011 (< 1 year)

Retired

1986 - 2011 (25 years)

Dale Hubbert Accounting

Disclosures

Roger Hubbert has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Rfg Advisory, LLC

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

This content was compiled from the SEC and FINRA.

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