Alexander
Neri

Rfg Advisory, LLC

CRD#6065817
Investment Advisor
in Birmingham, AL

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About this Advisor

Alexander Neri is a certified financial planner who works in Birmingham, Alabama, with a total of 1 year of industry experience. Neri is on the advisory team at Rfg Advisory, LLC. Over the course of their career, they have held roles at W&S Brokerage Services, Western Southern Life, Mercy Hurst University, Pepp- Penn State, Mercyhurst University, Axa Advisors, LLC, American Portfolios Financial Services, Inc, Private Client Services, Rfg Advisory, LLC Dba Sixpoint Financial Partners and American Portfolios Advisors, Inc. Neri has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in New York and Texas. Rfg Advisory, LLC is a financial advisory company that has its headquarters in Birmingham, AL. The firm has offices in 46 locations and a total of 195 people on staff. It oversees $3 billion in assets among its 16,034 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises eight charitable organizations. Of its 16,034 client accounts, just 10% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm performs a broad range 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 advisory services usually vary depending on the financial services. Fees charged by Rfg Advisory, LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

Office Location

1400 Urban Center Drive Suite 475
Birmingham, AL 35242-2245

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Rfg Advisory, LLC Brokerage Details

Total Assets Under Management

$2,996,872,822

AL Average: $1,620,585,161
Total Number of Employees

195

AL Average: 52
Total Number of Accounts

16,034

AL Average: 1,560
Average Account Size

$186,907

AL Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Alexander Neri Work History

Alexander has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Private Client Services

2022 - Present (2 years)

Rfg Advisory, LLC Dba Sixpoint Financial Partners

2018 - 2022 (4 years)

American Portfolios Financial Services, Inc

2018 - 2022 (4 years)

American Portfolios Advisors, Inc

2014 - 2014 (< 1 year)

Mercyhurst University

2014 - 2018 (4 years)

Axa Advisors, LLC

2013 - 2014 (1 year)

W&S Brokerage Services

2013 - 2014 (1 year)

Western Southern Life

2012 - 2013 (1 year)

Pepp- Penn State

2011 - 2013 (2 years)

Mercy Hurst University

*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 Alexander Neri 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

Jonathan Slater
Birmingham, AL
Sean Cawley
Brentwood, TN
Laura Hinton
Birmingham, AL
Christopher Rogers
Birmingham, AL
Wesley Miller
Birmingham, AL
Brandon Clemens
Westlake, OH
Joseph Prestigiacomo
Birmingham, AL
Ethan Campbell
Woodbury, TN

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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