Unclaimed
Marcia Annette Miller is a Registered Investment Advisor Representative at RFG Advisory, LLC. Marcia has been in the industry since 2008 and has worked for several firms, including Wealth Planning Services Inc., AlphaStar Capital Management, LLC, Wealth Investment Solutions, LLC, Accelerated Wealth Advisors, LLC, and RFG Advisory, LLC. Marcia holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Marcia is also an insurance agent and has worked for Financial Independence Group (FIG) / Wealth Planning Services, Inc.
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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AL
11/01/2022 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
IA
Issued 03/07/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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