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Chandler Austin Dutram

RFG Advisory, LLC

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About Chandler Austin Dutram

Chandler Austin Dutram is a financial advisor based in St. Petersburg, Florida. Chandler is registered with RFG Advisory, LLC and has been in the industry since 2018. Chandler has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, trusts, charitable organizations, and pension and profit-sharing plans. Chandler's areas of expertise include financial planning, investment management, and retirement planning. Chandler holds Series 7, Series 66, and Series 26 licenses. Prior to joining RFG Advisory, LLC, Chandler worked at Trinity Wealth Securities, L.L.C. and IFS Securities.

Firm Information

Chandler Dutram 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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Chandler Dutram’s Registration & Firm History

FL

01/05/2023 - Present

RFG Advisory, LLC (ST. PETERSBURG FL)

FL

03/01/2019 - 01/04/2023

TRINITY WEALTH SECURITIES, L.L.C. (Tampa FL)

FL

08/13/2018 - 02/25/2019

IFS SECURITIES (Tampa FL)

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Licenses & Designations

BOTH

Issued 08/30/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/07/2021

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chandler Austin Dutram.
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