Chase
Crump
Rfg Advisory, LLC
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About this Advisor
Chase Crump is a certified financial planner who works out of Shreveport, Louisiana who has 7 years of relevant experience. Crump works at Rfg Advisory, LLC. The advisor has gained experience at Rfg Advisory, Williams Financial Advisors, Lpl Financial, LLC and Private Client Services. Crump has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Louisiana and Texas. Rfg Advisory, LLC is a business headquartered in Birmingham, AL. The firm has offices in 46 locations and a total of 195 advisors. It administers $3 billion in assets between its 16,034 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 16,034 accounts, just 10% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fees charged by Rfg Advisory, LLC likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rfg Advisory, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$2,996,872,822
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
195
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
16,034
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$186,907
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Chase Crump Work History
Chase has been registered as a financial advisor for 7 years.*
Private Client Services
Rfg Advisory
Williams Financial Advisors
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chase Crump 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
Brentwood, TN
Westlake, OH
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Saint Louis, MO
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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