Unclaimed
Matthew Byars is a financial advisor at RFG Advisory, LLC, a firm with offices in Birmingham and Vestavia Hills, AL. Matthew has been a financial advisor since 2015 and holds the Series 65 license. Matthew specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Matthew also works for Financial Independence Group (FIG)/Wealth Planning Services, Inc. as an insurance agent.
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 (BIRMINGHAM AL)
IA
Issued 12/22/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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