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Kenneth Wayne Azar

RFG Advisory, LLC

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About Kenneth Wayne Azar

Kenneth Azar is an investment advisor representative with RFG Advisory, LLC based in VESTAVIA HILLS, Alabama. Kenneth has been in the industry since 1990 and previously worked with Northwestern Mutual Investment Services, LLC, PRIVATE CLIENT SERVICES, LLC, and ROBERT W. BAIRD & CO. INCORPORATED. Kenneth is registered in Alabama and holds Series 6, Series 63 and SIE licenses.

Firm Information

Kenneth Azar 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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Kenneth Azar’s Registration & Firm History

AL

03/05/2021 - Present

RFG Advisory, LLC (VESTAVIA HILLS AL)

AL

02/16/2021 - 11/22/2022

PRIVATE CLIENT SERVICES, LLC (Birmingham AL)

AL

07/22/1999 - 03/26/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HOOVER AL)

WI

07/22/1999 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

AL

05/27/1999 - 07/06/1999

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

WI

07/21/1998 - 06/22/1999

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

WI

04/06/1992 - 06/22/1999

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 08/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Kenneth Wayne Azar. Review regulatory record here.
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