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Kevin Robert Grelle

RFG Advisory, LLC

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About Kevin Robert Grelle

Kevin Grelle is a financial advisor with over 15 years of experience in the financial services industry. Kevin is currently registered with RFG Advisory, LLC and has previously worked with LPL Financial LLC and VeraVest Investments, Inc. Kevin holds the Series 66, 31 and 7 securities licenses. Kevin provides financial planning, portfolio management for individuals and selection of other advisors. Kevin is a volunteer with Pedal the Cause, a charity for children with cancer, and also volunteers at the St. Josephs Father's Club.

Firm Information

Kevin Grelle 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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Kevin Grelle’s Registration & Firm History

MO

10/25/2018 - Present

RFG Advisory, LLC (CREVE COEUR MO)

MO

12/04/2003 - 06/08/2018

LPL FINANCIAL LLC (CREVE COEUR MO)

MA

03/10/2003 - 11/21/2003

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BOTH

Issued 03/24/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 03/06/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Robert Grelle.
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