Ryan
Whitley

Rfg Advisory, LLC

CRD#4956750
Investment Advisor
in Birmingham, AL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ryan Whitley is a financial advisor based in Birmingham, Alabama, working with Rfg Advisory, LLC. Ryan has previously held positions at Lincoln Financial Securities Corporation, Rental Property, Wealth Plan Financial Partners, Waddell & Reed Inc, Various Insurance Carriers For W & R Insurance Agencies, Navipath Partners, Inc Dba Navipath Financial, Private Client Services, and Rfg Advisory, LLC Dba Navipath Financial. Ryan has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Ryan is part of Rfg Advisory, LLC, which operates out of Birmingham, Alabama. 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

Series 66, CERTIFIED FINANCIAL PLANNER™

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

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Rfg Advisory, LLC Brokerage Details

Total Assets Under Management

$3,859,253,984

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

195

AL Average: 52
Total Number of Accounts

17,871

AL Average: 1,560
Average Account Size

$215,951

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

Ryan Whitley Work History

2020 - Present (5 years)

Private Client Services

2020 - Present (5 years)

Rfg Advisory, LLC Dba Navipath Financial

2017 - Present (8 years)

Navipath Partners, Inc Dba Navipath Financial

2016 - Present (9 years)

Rental Property

2012 - Present (13 years)

Rental Property

2014 - 2014 (< 1 year)

Lincoln Financial Securities Corporation

2014 - 2014 (< 1 year)

Wealth Plan Financial Partners

2014 - 2020 (6 years)

Waddell & Reed Inc

2014 - 2020 (6 years)

Various Insurance Carriers For W & R Insurance Agencies

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Ryan Whitley 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

Emily Donaldson
Saint Louis, MO
Sean Mccauley
Southlake, TX
Alexander Neri
Birmingham, AL
Mackenzie Bekeza
Colorado Springs, CO
Counce Drinkard
Birmingham, AL
Brittani Schaefer
Saint Louis, MO
Chandler Dutram
Saint Petersburg, FL
Ryan Briggs
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started