Robin
Colton

Rfg Advisory, LLC

CRD#4009431
Investment Advisor
in Glen Allen, VA

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About this Advisor

Robin Colton is a financial advisor based in Glen Allen, Virginia, working with Rfg Advisory, LLC. Robin has previously held positions at Ameriprise Financial Services, Inc and Private Client Services. Robin has passed the Series 66 regulatory exam and is registered to provide services in Texas and Virginia. Currently, Robin is part of Rfg Advisory, LLC, which operates out of Glen Allen, Virginia. 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

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

4510 Cox Road Suite 201
Glen Allen, VA 23060

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Rfg Advisory, LLC Brokerage Details

Total Assets Under Management

$3,859,253,984

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

195

VA Average: 52
Total Number of Accounts

17,871

VA Average: 1,560
Average Account Size

$215,951

VA 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

Robin Colton Work History

2023 - Present (2 years)

Private Client Services

2005 - 2023 (18 years)

Ameriprise Financial Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robin Colton 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

Mackenzie Bekeza
Colorado Springs, CO
John Gallia
Saint Louis, MO
Casey Marshall
Birmingham, AL
Gibson Bosworth
Birmingham, AL
Counce Drinkard
Birmingham, AL
Sean Mccauley
Southlake, TX
Ryan Briggs
Birmingham, AL
Susan Auer
Colorado Springs, CO

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.

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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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