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Gregg Michael Indovina

RFG Advisory, LLC

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About Gregg Michael Indovina

Gregg Indovina is an Investment Advisor Representative at RFG Advisory, LLC, with over 16 years of experience in the financial services industry. Gregg has a strong background in providing investment advice and financial planning services to individuals, families, and businesses. Gregg is dedicated to helping clients achieve their financial goals. Gregg is registered to offer investment advisory services in Colorado and Texas. Gregg is also a registered representative of Cambridge Investment Research, Inc.

Firm Information

Gregg Indovina 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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Gregg Indovina’s Registration & Firm History

AL

01/31/2023 - Present

RFG Advisory, LLC (VESTAVIA HILLS AL)

PA

06/15/2007 - 12/31/2014

CAMBRIDGE INVESTMENT RESEARCH, INC. (GIBSONIA PA)

PA

11/07/2006 - 06/22/2007

PNC INVESTMENTS (PITTSBURGH PA)

PA

04/18/2005 - 10/31/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)

MO

07/10/2003 - 04/22/2005

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 07/18/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2014

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregg Michael Indovina.
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