Verified recordFinancial Services

Meredith Graham

Assistant Controller at Rfg Advisory

Based in Birmingham, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Birmingham

Industry

Financial Services

Company size

220

Contact information

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Email

1 credit

m•••••••@rfgadvisory.com

Phone

5 credits

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Background

About Meredith Graham

Experienced Accountant with a demonstrated history of working in the financial services industry. Skilled in Financial Reporting, Bank Reconciliation, Microsoft Suite, Accounts Payable, QuickBooks, Payroll and Bookkeeping. Strong accounting professional with a Bachelor’s Degree in Accounting with a specialization in Professional Accounting from The University of Alabama. Named a Top 300 RIA in the U.S. by the Financial Times, RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory delivers to advisors a turn-key integrated technology platform to manage their practice and institutional-caliber investment management solutions. 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.

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Meredith Graham Email & Phone Number @ Rfg Advisory | Kipplo Discover