Rfg Advisory
RFG Advisory is an award-winning, fully integrated platform designed to help Independent Advisors build their business without compromise. RFG empowers Advisors with a wide range of services, including transition and talent support, marketing and growth, capital strategies, back-office solutions, investment services, technology, IT support, and more. RFG enables Advisors to thrive while organically growing their business. Advisors at RFG are supported through a community dedicated to helping them increase their enterprise value and build something bigger than themselves. For a list of states in which we are registered to do business, please visit Securities offered through Private Client Services. Member FINRA/SIPC. 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
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Verified contacts
193
available on Kipplo
LinkedIn employees
220
51 to 200 range
Open roles
—
no listings
Distinct roles
138
indexed titles
Tech stack
4
tools in use
Monthly traffic
349
organic / mo
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Decision-makers and verified team members
193 contacts with verified email or phone · masked until revealed.
- AL
Ashten Legg
Senior Director of Marketing · Advertising & Marketing
EmailPhone - BW
Bruce Wiitala
Executive Director of Business Development · General Business & Management
EmailPhone - FV
Frank Vetrano
Managing Director Controller Treasurer · Finance & Accounting
EmailPhone - JB
Janine Bevelle
Senior Director of Affiliations · Other
EmailPhone - KT
Kaitlin Torke Grant
Senior Director, Practice Development · General Business & Management
EmailPhone - KR
Kristen Rogers
Director of Business Process Design · Other
EmailPhone - MH
Maggie Hannum
Director of Executive Operations · Operations
EmailPhone - PG
Paul Goudeau
Director of Infrastructure and Cybersecurity · Information Technology
EmailPhone - TS
Tim Snyder
National Director of Business Development · Sales & Business Development
EmailPhone
Showing 9 of 193 verified contacts
Top roles at Rfg Advisory
138 distinct titles indexed · top 10 shown.
- 10financial advisor
- 7client services associate
- 4executive
- 3accountant
- 3client service associate
- 3computer operator
- 3independent financial advisor
- 3wealth advisor
- 2()
- 2administrative assistant
- +128more titles
Sign up to unlock all 193 contacts at Rfg Advisory
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