Emily
Donaldson
Rfg Advisory, LLC
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About this Advisor
Emily Donaldson is a financial advisor operating in Saint Louis, Missouri with a total of 1 year of industry experience. Donaldson is on the advisory team at Rfg Advisory, LLC. Over the course of their career, Donaldson has held roles at Td Ameritrade, True Manufacturing, Tropicana Entertainment, Accounting Principals, University Of Missouri-St. Louis, Unified Professionals Group, Ebs Recruiting, Stivers, Us Paint, Wells Fargo Clearing Services, Disys, Wells Fargo Clearing Service, Krilogy Financial, LLC, Private Client Services, LLC and Rfg Advisory, LLC. Donaldson maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can operate in Alabama, Missouri and Texas. Rfg Advisory, LLC is a registered investment company operating out of Birmingham, AL. The firm has offices in 46 locations and a total of 195 financial advisors. It administers $3 billion in assets under management between its 16,034 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to eight charities and foundations. Of its 16,034 client accounts, just 10% belong to high-net-worth clients who have greater than $1 million in investable assets. The company provides 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. Financial management fees typically vary depending on the type of services offered. However, fees charged by Rfg Advisory, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rfg Advisory, LLC Brokerage Details
$2,996,872,822
195
16,034
$186,907
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Emily Donaldson Work History
Emily has been registered as a financial advisor for 1 years.*
Private Client Services, LLC
Rfg Advisory, LLC
Krilogy Financial, LLC
Wells Fargo Clearing Services
Wells Fargo Clearing Service
Disys
Td Ameritrade
True Manufacturing
Tropicana Entertainment
Accounting Principals
University Of Missouri-St. Louis
Unified Professionals Group
Ebs Recruiting
Stivers
Us Paint
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Emily Donaldson 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
Birmingham, AL
Birmingham, AL
Westlake, OH
Birmingham, AL
Birmingham, AL
Brentwood, TN
Birmingham, AL
Birmingham, AL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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