Ryan
Whitley
Rfg Advisory, LLC
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About this Advisor
Ryan Whitley is a certified financial planner operating in Charlotte, North Carolina with a total of 3 years of relevant experience. Whitley is an advisor for Rfg Advisory, LLC. Over the course of their career, they have held roles at Ridge Rock Financial, 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. Whitley maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Rfg Advisory, LLC is a financial advisory firm headquartered in Birmingham, AL. The firm has offices in 46 locations and a total of 195 employees. It administers $3 billion in assets across its 16,034 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises eight charitable organizations. Of its 16,034 customer accounts, just 10% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a broad 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. Financial management fees typically vary depending on the financial services. Fee types billed by Rfg Advisory, LLC can include 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
Ryan Whitley Work History
Ryan has been registered as a financial advisor for 3 years.*
Private Client Services
Rfg Advisory, LLC Dba Navipath Financial
Navipath Partners, Inc Dba Navipath Financial
Rental Property
Rental Property
Lincoln Financial Securities Corporation
Wealth Plan Financial Partners
Waddell & Reed Inc
Various Insurance Carriers For W & R Insurance Agencies
Ridge Rock Financial
*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 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
Birmingham, AL
Birmingham, AL
Brentwood, TN
Westlake, OH
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
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.
