David
Pulcini
Rfg Advisory, LLC
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About this Advisor
David Pulcini is a financial advisor based in Pittsford, New York, working with Rfg Advisory, LLC. David has previously held positions at Axa Advisors, LLC, American Portfolios Financial Services, Inc, Private Client Services, Rfg Advisory, LLC Dba Sixpoint Financial Partners, and American Portfolios Advisors, Inc. David has passed the Series 66 regulatory exam and is registered to provide services in New York and Texas. Currently, David is part of Rfg Advisory, LLC, which operates out of Pittsford, New York. 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
David Pulcini Work History
Private Client Services
Rfg Advisory, LLC Dba Sixpoint Financial Partners
American Portfolios Financial Services, Inc
American Portfolios Advisors, Inc
Axa Advisors, LLC
Disclosures
Please visit the SEC profile of David Pulcini 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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Southlake, TX
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