Rfg Advisory, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 158401
- SEC number
- 801-79153
- Firm type
- RIA
- Assets under management
- $6.8B as of Jun 16, 2026
- Website
- www.linkedin.com/in/letitiaberbaum ↗
- Phone
- 205-397-2450
- Address
- 1400 Urban Center Drive, Vestavia Hills, AL, 35242-2245
Advisors at this firm
146 in our index · page 3 of 3
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Audrey Ivy PiersonCRD 4137862 · Santa Clarita, CAIA RegisteredRegistration inactive
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Claudia PorterCRD 6441509 · Lake Oswego, ORIA RegisteredRegistration inactive
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Joseph A PrestigiacomoCRD 5882506 · Pittsford, NYIA RegisteredBroker
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David Michael PulciniCRD 4712678 · Pittsford, NYIA RegisteredBroker
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Ahmad M QuqaCRD 6737928 · Cary, NCIA RegisteredBrokerDisclosure event(s) on record
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Nathan Paul ReynoldsCRD 6612062 · Salina, KSIA RegisteredBroker
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Brian Alan RyalsCRD 2406393 · Orange Beach, ALIA RegisteredBrokerDisclosure event(s) on record
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Caroline Crossan RyalsCRD 6961820 · Vestavia Hills, ALIA RegisteredBroker
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Heath RandallCRD 6581634 · Murfreesboro, TNIA RegisteredBroker
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Joshua Warren ReinboltCRD 7500932 · College Station, TXIA Registered
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Christopher Reese RogersCRD 6054375 · Vestavia Hills, ALIA RegisteredBroker
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Nicholas A. SavasCRD 6220803 · Pittsford, NYIA RegisteredBroker
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Marshal Adam ScheidtCRD 6500967 · Pittsford, NYIA RegisteredBroker
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Amie Lynn SheputisCRD 5047880 · Creve Coeur, MOIA RegisteredBroker
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Jonathan Samuel SlaterCRD 6172735 · Vestavia Hills, ALIA RegisteredRegistration inactive
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Michael Patrick SmithCRD 2408172 · Glen Allen, VAIA RegisteredRegistration inactive
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William David SmithCRD 2875689 · Williamstown, KYIA RegisteredRegistration inactive
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Timothy Carl SnyderCRD 5696226 · Omaha, NEIA RegisteredBroker
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Steven Joseph SpaethCRD 2495182 · Loveland, OHIA RegisteredRegistration inactiveDisclosure event(s) on record
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Michael John SperoCRD 5670247 · Poughkeepsie, NYIA RegisteredRegistration inactive
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Michael Wayne StalkaCRD 4797565 · Creve Coeur, MOIA RegisteredBroker
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Patrick Gregory StrodtmanCRD 6569476 · Flower Mound, TXIA RegisteredRegistration inactive
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James Dudley SumpterCRD 2887790 · Vestavia Hills, ALIA RegisteredBroker
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Brian David SwillingCRD 4956839 · Charlotte, NCIA RegisteredRegistration inactive
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Joshua Lawrence SzymanCRD 6385194 · Flagstaff, AZIA RegisteredBroker
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Russell Thomas SchadeCRD 7871439 · Ludington, MIIA Registered
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Brittani Corren SchaeferCRD 6327801 · Creve Coeur, MOIA RegisteredRegistration inactiveDisclosure event(s) on record
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Parrish Christian SimmonsCRD 7973089 · Madison, ALIA RegisteredBroker
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Patrick Gene SittnerCRD 5417276 · Bennington, NEIA Registered
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John Joseph SiudaCRD 7003057 · Westlake, OHIA RegisteredRegistration inactive
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Amanda Laughlin SkinnerCRD 7642069 · Birmingham, ALIA RegisteredRegistration inactive
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John Paul SteeleCRD 7615823 · Vestavia Hills, ALIA RegisteredBroker
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John Thomas TaylorCRD 1010074 · Camp Verde, AZIA RegisteredBroker
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Jake Walker TravisCRD 5677301 · Vestavia Hills, ALIA RegisteredBroker
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Caleb Wayne VaughanCRD 6215667 · Glen Allen, VAIA RegisteredRegistration inactive
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Angelica R WalterCRD 4178185 · Au Train, MIIA RegisteredBroker
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Lucas Kirk WandellCRD 6415487 · Englewood, COIA RegisteredRegistration inactive
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Stephen Herman WedelCRD 1221992 · Creve Coeur, MOIA RegisteredBrokerDisclosure event(s) on record
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Christine Marie WedellCRD 5195279 · Creve Coeur, MOIA RegisteredBroker
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Frederick George Trust WedellCRD 6701615 · Vestavia Hills, ALIA Registered
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Dustin Eugene WestCRD 6444050 · Colorado Springs, COIA RegisteredDisclosure event(s) on record
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Bobby Ray Trust WhiteCRD 3095184 · Vestavia Hills, ALIA RegisteredBroker
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Ryan Christopher WhitleyCRD 4956750 · Charlotte, NCIA RegisteredRegistration inactive
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Anita Lynne WigginsCRD 1435530 · Austin, TXIA RegisteredRegistration inactive
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Bruce Michael WiitalaCRD 1659919 · Creve Coeur, MOIA RegisteredBroker
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Brandon L WilsonCRD 7946670 · Shreveport, LAIA RegisteredBroker
← Previous101–146 of 146
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 158401 ↗
FINRA BrokerCheck record for firm CRD 158401 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.