Stephen
Carney
Rfg Advisory, LLC
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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
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
Stephen Carney Work History
Private Client Services
Rfg Advisory
Lpl Financial, LLC
Capital One Investment Services Corporation
Capital One Investments, LLC
Capital One, N.A
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
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Colorado Springs, CO
Saint Louis, MO
Birmingham, AL
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