Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Counce? Claim Your ProfileCounce Moody Drinkard is a financial advisor with over 15 years of experience in the financial services industry. Counce is currently registered with RFG Advisory, LLC, a Registered Investment Advisor (RIA) firm based in Vestavia Hills, Alabama. Prior to joining RFG Advisory, LLC, Counce was registered with LPL Financial LLC, Cantor Fitzgerald & Co., BBVA Securities Inc., Wiley Bros.-Aintree Capital, LLC and GCC-PROSPECT CORPORATION. Counce holds the Series 7, Series 24, Series 63 and Series 65 securities licenses. Counce has a broad range of experience advising individuals, high-net-worth individuals, corporations, trusts, pension and profit-sharing plans, and charitable organizations. Counce specializes in providing financial planning, investment management, and retirement planning services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AL
05/01/2023 - Present
RFG Advisory, LLC (Vestavia Hills AL)
AL
04/08/2016 - 06/08/2018
LPL FINANCIAL LLC (VESTAVIA HILLS AL)
AL
10/08/2014 - 03/17/2016
CANTOR FITZGERALD & CO. (Birmingham AL)
AL
01/06/2014 - 09/26/2014
BBVA SECURITIES INC. (BIRMINGHAM AL)
TN
01/21/2011 - 01/03/2014
WILEY BROS.-AINTREE CAPITAL, LLC (NASHVILLE TN)
TN
07/10/2007 - 03/01/2010
GCC-PROSPECT CORPORATION (NASHVILLE TN)
IA
Issued 09/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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