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Ahmad M Quqa

RFG Advisory, LLC

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About Ahmad M Quqa

Ahmad Quqa is an investment advisor representative with RFG Advisory, LLC, a registered investment advisor. Ahmad has been in the industry since 2017. Ahmad holds Series 7 and Series 66 licenses. Ahmad has provided investment advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Prior to joining RFG Advisory, LLC, Ahmad was with Edward Jones. Ahmad is also the owner and founder of Crescent Private Wealth, a DBA for brokerage, advisory, and insurance activities.

Firm Information

Ahmad Quqa is currently registered with RFG Advisory, LLC. RFG Advisory, LLC is an investment advisor headquartered in VESTAVIA HILLS, AL. The firm provides financial planning, pension consulting, and educational seminars to individuals, corporations, and trusts. They have over 84 licensed agents, 122 investment advisor representatives, and 75 registered representatives. RFG Advisory, LLC manages over $3.8 billion in assets for over 17,871 clients.
RFG Advisory, LLC

1400 URBAN CENTER DRIVE

VESTAVIA HILLS, AL 35242-2245

$3.86B

Assets Under Management

8

Total Clients

120

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ahmad Quqa’s Registration & Firm History

AL

02/20/2024 - Present

RFG Advisory, LLC (VESTAVIA HILLS AL)

NC

02/08/2017 - 02/26/2024

EDWARD JONES (CARY NC)

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Licenses & Designations

BOTH

Issued 02/27/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ahmad M Quqa.
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