Roger
Hubbert
Rfg Advisory, LLC
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About this Advisor
Roger Hubbert is a financial advisor based in Madison, Alabama, working with Rfg Advisory, LLC. Roger has previously held positions at Investors Resource, Raymond James Financial Services Advisors Inc, and Rfg Advisory, LLC. Roger has passed the Series 65 regulatory exam and is registered to provide services in Alabama and Texas. Currently, Roger 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
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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
Roger Hubbert Work History
Rfg Advisory, LLC
Raymond James Financial Services Advisors Inc
Investors Resource
Disclosures
Please visit the SEC profile of Roger Hubbert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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