Christopher
Beste

Rfg Advisory, LLC

CRD#5105614
Investment Advisor
in Saint Louis, MO

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About this Advisor

Christopher Beste is an investment advisor in Saint Louis, Missouri. Currently an investment advisor with Rfg Advisory, LLC, they have accrued 13 years of professional experience as a financial advisor. Beste has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Beste is able to work with investors in Missouri. During their career, Beste has held roles at Sterling Financial Advisors, Crown Capital Securities, Lp, Four Seasons Wealth Management, Lpl Financial LLC, Rfg Advisory (Dba: Executive Compensation Group) and Private Client Services. Rfg Advisory, LLC is headquartered in Saint Louis, Missouri, and has 16 locations in the nation. In aggregate, Rfg Advisory, LLC oversees $2 billion in assets covering 8,092 accounts and retains more than 64 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Rfg Advisory, LLC can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

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

Disclosures

No

Office Location

Three City Dr Suite 590
Saint Louis, MO 63141

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Rfg Advisory, LLC Brokerage Details

Total Assets Under Management

$1,506,583,609

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

64

MO Average: 52
Total Number of Accounts

8,092

MO Average: 1,560
Average Account Size

$186,182

MO Average: $1,038,837

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Investment Advisory Services

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

Christopher Beste Work History

Christopher has 13 years of experience.

2018 - Present (3 years)

Private Client Services

2014 - Present (7 years)

Rfg Advisory (Dba: Executive Compensation Group)

2013 - Present (8 years)

Four Seasons Wealth Management

2013 - 2018 (5 years)

Lpl Financial LLC

2012 - 2013 (1 year)

Crown Capital Securities, Lp

2007 - 2013 (6 years)

Sterling Financial Advisors

Disclosures

Christopher Beste has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Rfg Advisory, LLC

Matthew Dickinson
Saint Louis, MO
Donald Lundy
Birmingham, AL
Jonathan Yeager
Birmingham, AL
James Keith
Williamstown, KY
Chase Crump
Shreveport, LA
Gibson Bosworth
Birmingham, AL
Counce Drinkard
Birmingham, AL
Jordan St Clair
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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