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Emily Mora

RFG Advisory, LLC

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About Emily Mora

Emily Mora is a financial advisor with RFG Advisory, LLC. Emily has been working in the financial industry since 2013 and has experience working with a variety of clients, including individuals, businesses, and charitable organizations. She specializes in financial planning, investment management, and pension consulting. She holds Series 7TO, Series 66, and Series 24 licenses and has passed the SIE exam. Emily also holds a real estate license and has experience in book and ebook formatting. Emily is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Emily Mora 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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Emily Mora’s Registration & Firm History

NM

05/24/2023 - Present

RFG Advisory, LLC (SANTA FE NM)

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Licenses & Designations

BOTH

Issued 05/06/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/29/2023

Series 24 - General Securities Principal Examination

BC

Issued 03/04/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/04/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Emily Mora.
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