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Chase Randolph Crump

RFG Advisory, LLC

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About Chase Randolph Crump

Chase Randolph Crump is a financial advisor who has been in the industry since 2007. He is currently registered with RFG Advisory, LLC, a firm with offices in VESTAVIA HILLS, AL, SHREVEPORT, LA, and NEW ROADS, LA. Chase has a broad range of experience and expertise in financial planning, pension consulting, and portfolio management. He is also a Certified Financial Planner. Chase previously worked with LPL FINANCIAL LLC and CAPITAL ONE INVESTMENT SERVICES LLC.

Firm Information

Chase Crump 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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Chase Crump’s Registration & Firm History

LA

10/25/2018 - Present

RFG Advisory, LLC (Shreveport LA)

LA

04/29/2010 - 06/08/2018

LPL FINANCIAL LLC (SHREVEPORT LA)

LA

05/31/2008 - 04/06/2010

CAPITAL ONE INVESTMENT SERVICES LLC (SHREVEPORT LA)

LA

12/03/2007 - 05/31/2008

CAPITAL ONE INVESTMENTS, LLC (SHREVEPORT LA)

LA

01/22/2007 - 12/05/2007

CHASE INVESTMENT SERVICES CORP. (SHREVEPORT LA)

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Licenses & Designations

BOTH

Issued 12/08/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2008

Series 7 - General Securities Representative Examination

BC

Issued 01/19/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Chase Randolph Crump. Review regulatory record here.
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