Rfg Advisory, LLC
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
Years of Experience
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Rfg Advisory, LLC Brokerage Details
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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.
Rfg Advisory Group, LLC
Lpl Financial LLC
Planmember Securities Corporation
Dale Terrell has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Rfg Advisory, LLC
Saint Louis, MO
Saint Louis, MO