Robert
Sutter
Rfg Advisory, LLC
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About this Advisor
Robert Sutter is a financial advisor who works out of Birmingham, Alabama with a total of 1 year of relevant experience. Sutter is an advisor for Rfg Advisory, LLC. Sutter has gained experience at First Command Advisory Services, Wells Fargo Clearing Services LLC, Empower Financial Services, Inc, Empower Advisory Group, LLC, Private Client Services, Rfg Advisory, LLC Dba Four Seasons Wealth Management, First Command Financial Services, Inc and First Command Financial Planning. Sutter holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Missouri and Texas. Rfg Advisory, LLC is a financial advisory business headquartered in Birmingham, AL. The firm has offices in 46 locations and a total of 195 people on staff. It controls $3 billion in assets under management across its 16,034 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to eight charities and foundations. Of its 16,034 accounts, just 10% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm provides a diverse array 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 for financial management vary depending on the services provided. However, fee types billed 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
Robert Sutter Work History
Robert has been registered as a financial advisor for 1 years.*
Private Client Services
Rfg Advisory, LLC Dba Four Seasons Wealth Management
Empower Financial Services, Inc
Empower Advisory Group, LLC
Wells Fargo Clearing Services LLC
First Command Advisory Services
First Command Financial Services, Inc
First Command Financial Planning
*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 Robert Sutter 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
Brentwood, TN
Westlake, OH
Birmingham, AL
Birmingham, AL
Birmingham, AL
Saint Louis, MO
Uniontown, OH
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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