Theodore
Trottman
Rfg Advisory, LLC
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About this Advisor
Theodore Trottman is a financial advisor based in Birmingham, Alabama, working with Rfg Advisory, LLC. Theodore has previously held positions at Lincoln Financial Advisors Corporation, Prospera Financial Services Inc, Raa, Rfg Advisory, LLC, and Private Client Services. Theodore has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Alabama and Texas. Currently, Theodore 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
Theodore Trottman Work History
Rfg Advisory, LLC
Private Client Services
Prospera Financial Services Inc
Raa
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors Corporation
Disclosures
Please visit the SEC profile of Theodore Trottman 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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