RFG Advisory Employee Directory

Financial ServicesAlabama, United States201-500 Employees

RFG Advisory is a corporate RIA platform designed to help Independent Advisors eliminate friction, win back time, and scale without compromise. Built from the ground up for Advisors who want to grow faster with less drag, every workflow, tool, and team is engineered for efficiency, removing bottlenecks from compliance to client onboarding. With RFG, you gain more than a platform. You gain time, freedom, and true enterprise value, supported by an institutional-caliber infrastructure and a community that genuinely cares about your success.

For a list of states in which we are registered to do business, please visit www.rfgadvisory.com. 

Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services.

Third-party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness.

Bluemonte ETFs Distributed by SEI Investments Distribution Co.
Disclosures: https://bluemontefunds.com/disclosures

Find RFG Advisory employees' phone numbers or email addresses

RFG Advisory Global Highlights

Location
Employees

North America
186

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  • United States Of America
    186

Asia
11

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  • India
    8
  • Nepal
    1
  • Iraq
    1
  • Philippines
    1

Europe
5

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  • Germany
    1
  • Spain
    1
  • Bosnia And Herzegovina
    1
  • France
    1
  • Ukraine
    1

South America
1

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  • Argentina
    1

RFG Advisory's Leadership

  • Stylized image of a person
    B. F.
    Chief Behavioral Officer
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  • Stylized image of a person
    D. N.
    Chief Financial Officer
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  • Stylized image of a person
    C. K.
    Chief Of Staff
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  • Stylized image of a person
    J. H.
    Vice President Of Technology And Operations
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  • Stylized image of a person
    B. W.
    Vice President Of Advisor Relations
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  • Stylized image of a person
    E. S.
    President
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  • Stylized image of a person
    J. B.
    Executive Assistant To The Chief Executive Officer
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  • Stylized image of a person
    K. C.
    Owner
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RFG Advisory Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Human Resources
  • Business
  • Accounting
  • Other

Contact profiles from RFG Advisory

Name
Title
Contact Info
Location
Last Update
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    D. T.
    Financial Advisor/Vice President
    Phone icon
    United StatesMissouri
    Oct 21, 2024
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    D. S.
    Senior Vice President
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    Oct 21, 2024
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    J. S.
    Senior Vice President
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    Oct 16, 2024
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    S. P.
    Senior Vice President
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    Oct 22, 2024
  • Stylized image of a person
    P. W.
    Director Of Institutional Trading
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    United StatesFlorida
    Mar 13, 2026
  • Stylized image of a person
    S. W.
    Senior Director Of Operations
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    United StatesNebraska
    Mar 14, 2026
  • Stylized image of a person
    D. K.
    National Director Of Business Development
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    United StatesMassachusetts
    Mar 11, 2026
  • Stylized image of a person
    J. O.
    Sr. Director Of Revenue Operations And Salesforce Lead
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    United States
    Mar 11, 2026
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    K. W.
    Senior Director Advisor Marketing
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    United StatesMinnesota
    Nov 17, 2025
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    K. P. K.
    National Director Of Business Development
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    United StatesFlorida
    Mar 11, 2026

Frequently Asked Questions

What is RFG Advisory known for?

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RFG Advisory was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 1400 Urban Center Drive Suite 475 Vestavia Hills, Alabama United States; you can contact the main corporate office by phone at . Explore RFG Advisory's company overview page for more information.

What is RFG Advisory's most common email format?

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RFG Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more RFG Advisory email formats with LeadIQ.

How many employees does RFG Advisory have currently?

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RFG Advisory has approximately 213 employees as of March 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are RFG Advisory's key employees and leadership?

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As of March 2026, RFG Advisory's key employees include:

  • Chief Behavioral Officer: B. F.
  • Chief Financial Officer: D. N.
  • Chief Of Staff: C. K.
  • Vice President Of Technology And Operations: J. H.
  • Vice President Of Advisor Relations: B. W.

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