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Anita Lynne Wiggins

RFG Advisory, LLC

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About Anita Lynne Wiggins

Anita Wiggins is a financial advisor with RFG Advisory, LLC. Anita has been working in the industry for over 13 years. She is a Series 7, Series 66, and Series 31 licensed professional and is also a licensed attorney. Prior to joining RFG Advisory, LLC, Anita was a financial advisor with Lion Street Financial, LLC. and UBS Financial Services Inc.

Firm Information

Anita Wiggins 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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Anita Wiggins’s Registration & Firm History

AL

11/01/2021 - Present

RFG Advisory, LLC (VESTAVIA HILLS AL)

TX

06/21/2019 - 09/01/2021

LION STREET FINANCIAL, LLC (AUSTIN TX)

TX

04/02/2008 - 10/06/2009

UBS FINANCIAL SERVICES INC. (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 04/30/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/21/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/21/2019

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 04/01/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anita Lynne Wiggins.
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