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Matthew John Lemen

RFG Advisory, LLC

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About Matthew John Lemen

Matthew John Leman is a financial advisor with a broad range of experience and licenses. Matthew is registered with RFG Advisory, LLC and has been a registered representative since 2013. Matthew has experience in various financial services including life and health insurance, investment advisory, and financial planning. Matthew is dedicated to providing personalized financial advice to individuals, families, and businesses.

Firm Information

Matthew Lemen 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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Matthew Lemen’s Registration & Firm History

AL

02/16/2021 - Present

RFG Advisory, LLC (VESTAVIA HILLS AL)

AL

02/16/2021 - 12/09/2021

PRIVATE CLIENT SERVICES, LLC (Birmingham AL)

AL

04/26/2013 - 03/26/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HOOVER AL)

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Licenses & Designations

IA

Issued 01/29/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/27/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew John Lemen.
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