Dale
Terrell

Rfg Advisory, LLC

CRD#5477987
Investment Advisor
in Saint Louis, MO

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About this Advisor

Dale Terrell is a financial advisor working out of Saint Louis, Missouri, who has 12 years of experience as a financial advisor. Terrell currently works for Rfg Advisory, LLC. Over the course of their career, they have held roles at Planmember Securities Corporation, Lpl Financial LLC and Rfg Advisory Group, LLC. Terrell has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Missouri and Texas. Rfg Advisory, LLC is an advisory company headquartered in Saint Louis, Missouri. The firm has offices in 16 locations and a total of 64 advisors. It oversees $2 billion in total assets between its 8,092 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 8,092 customer accounts, just 9% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Rfg Advisory, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types charged by Rfg Advisory, LLC most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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

Yes

Office Location

Three City Place Drive 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

Dale Terrell Work History

Dale has 12 years of experience.

2015 - Present (6 years)

Rfg Advisory Group, LLC

2013 - Present (8 years)

Lpl Financial LLC

2008 - 2013 (5 years)

Planmember Securities Corporation

Disclosures

Dale Terrell has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Rfg Advisory, LLC

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

This content was compiled from the SEC and FINRA.

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