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Chris David Abeyta

RFG Advisory, LLC

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About Chris David Abeyta

Chris Abeyta is an Investment Advisor Representative with RFG Advisory, LLC. Chris has been in the industry since 2009 and holds the Series 65 license. Chris is registered to provide investment advice in Colorado and Texas. Chris specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Chris is also involved in High Trust Financial & Consulting Inc., AW Holdings LLC, Multiplied Resources, LLC, ASI Capital Healthcare, ASI Capital, Triad Partners and Free At 53 LLC.

Firm Information

Chris Abeyta 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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Chris Abeyta’s Registration & Firm History

CO

01/30/2024 - Present

RFG Advisory, LLC (COLORADO SPRINGS CO)

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Licenses & Designations

IA

Issued 08/08/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chris David Abeyta.
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