Stacey
Ireland

Rfg Advisory, LLC

CRD#4770464
Investment Advisor
in Danville, IL

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About this Advisor

Stacey Ireland is a financial advisor based in Danville, Illinois, working with Rfg Advisory, LLC. Stacey has previously held positions at Cliftonlarsonallen Wealth Advisors, LLC, Lpl Financial LLC, Private Client Services, Rfg Advisory, LLC, and Raymond James & Associates, Inc. Stacey has passed the Series 66 regulatory exam and is registered to provide services in Alabama and Illinois. Currently, Stacey is part of Rfg Advisory, LLC, which operates out of Danville, Illinois. 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 66

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

Danville, IL

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Rfg Advisory, LLC Brokerage Details

Total Assets Under Management

$3,859,253,984

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

195

IL Average: 52
Total Number of Accounts

17,871

IL Average: 1,560
Average Account Size

$215,951

IL 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

Stacey Ireland Work History

2024 - Present (0 year)

Private Client Services

2024 - Present (0 year)

Rfg Advisory, LLC

2023 - Present (1 year)

Lpl Financial LLC

2022 - 2022 (< 1 year)

Cliftonlarsonallen Wealth Advisors, LLC

2006 - 2022 (16 years)

Raymond James & Associates,Inc

Disclosures

Please visit the SEC profile of Stacey Ireland 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

Brittani Schaefer
Saint Louis, MO
Chandler Dutram
Saint Petersburg, FL
John Gallia
Saint Louis, MO
Zachary Wicker
Birmingham, AL
Sean Cawley
Brentwood, TN
Emily Donaldson
Saint Louis, MO
Michael Smith
Birmingham, AL
Alexander Neri
Birmingham, AL

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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