Stephen
Carney

Rfg Advisory, LLC

CRD#3271609
Investment Advisor
in Shreveport, LA

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About this Advisor

Stephen Carney is a financial advisor based in Shreveport, Louisiana, working with Rfg Advisory, LLC. Stephen has previously held positions at Capital One Investments, LLC, Capital One, N.A, Capital One Investment Services Corporation, Lpl Financial, LLC, Rfg Advisory, and Private Client Services. Stephen has passed the Series 66 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Stephen is part of Rfg Advisory, LLC, which operates out of Shreveport, Louisiana. 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, Chartered Financial Consultant

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

6425 Youree Dr. Suite 180
Shreveport, LA 71105

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Rfg Advisory, LLC Brokerage Details

Total Assets Under Management

$3,859,253,984

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

195

LA Average: 52
Total Number of Accounts

17,871

LA Average: 1,560
Average Account Size

$215,951

LA 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

Stephen Carney Work History

2018 - Present (6 years)

Private Client Services

2015 - Present (9 years)

Rfg Advisory

2015 - 2018 (3 years)

Lpl Financial, LLC

2008 - 2015 (7 years)

Capital One Investment Services Corporation

2000 - 2015 (15 years)

Capital One Investments, LLC

2000 - 2015 (15 years)

Capital One, N.A

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Disclosures

Please visit the SEC profile of Stephen Carney 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

Emily Donaldson
Saint Louis, MO
Chandler Dutram
Saint Petersburg, FL
Alexander Neri
Birmingham, AL
Gibson Bosworth
Birmingham, AL
Kevin Murphy
Saint Louis, MO
Mackenzie Bekeza
Colorado Springs, CO
Ryan Briggs
Birmingham, AL
Christopher Rogers
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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