Chris
Abeyta

Rfg Advisory, LLC

CRD#6403098
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Chris Abeyta is a financial advisor based in Colorado Springs, Colorado, working with Rfg Advisory, LLC. Chris has previously held positions at Accelerated Wealth Advisors LLC, High Trust Financial & Consulting Inc, Rfg Advisory, LLC Dba Confidence Financial Partners, Aw Holdings LLC, Accelerated Wealth, LLC, and Asi Capital, LLC. Chris has passed the Series 65 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Chris is part of Rfg Advisory, LLC, which operates out of Colorado Springs, Colorado. 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

Series 65

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

Office Location

555 Middle Creek Pkwy
Colorado Springs, CO 80921

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Rfg Advisory, LLC Brokerage Details

Total Assets Under Management

$3,859,253,984

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

195

CO Average: 52
Total Number of Accounts

17,871

CO Average: 1,560
Average Account Size

$215,951

CO Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Chris Abeyta Work History

2024 - Present (0 year)

Rfg Advisory, LLC Dba Confidence Financial Partners

2014 - Present (10 years)

Accelerated Wealth Advisors LLC

2013 - Present (11 years)

Accelerated Wealth, LLC

2012 - Present (12 years)

Aw Holdings LLC

2009 - Present (15 years)

High Trust Financial & Consulting Inc

2012 - 2018 (6 years)

Asi Capital, LLC

Disclosures

Please visit the SEC profile of Chris Abeyta 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

Sean Cawley
Brentwood, TN
Susan Auer
Colorado Springs, CO
Casey Marshall
Birmingham, AL
Brittani Schaefer
Saint Louis, MO
Chandler Dutram
Saint Petersburg, FL
Counce Drinkard
Birmingham, AL
Zachary Wicker
Birmingham, AL
Emily Donaldson
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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