Emily
Donaldson
Rfg Advisory, LLC
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About this Advisor
Emily Donaldson is a financial advisor based in Saint Louis, Missouri, working with Rfg Advisory, LLC. Emily has previously held positions at Td Ameritrade, True Manufacturing, Tropicana Entertainment, Accounting Principals, University Of Missouri-St. Louis, Unified Professionals Group, Ebs Recruiting, Wells Fargo Clearing Services, Disys, Wells Fargo Clearing Service, Krilogy Financial, LLC, Private Client Services, LLC, and Rfg Advisory, LLC. Emily has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Alabama, Missouri, and Texas. Currently, Emily is part of Rfg Advisory, LLC, which operates out of Saint Louis, Missouri. 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
Emily Donaldson Work History
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
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
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Colorado Springs, CO
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Saint Petersburg, FL
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Saint Louis, MO
Birmingham, AL
Birmingham, AL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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