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Stuart Garner

RFG Advisory, LLC

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About Stuart Garner

Stuart Garner is a financial advisor with RFG Advisory, LLC. Stuart has been in the financial industry since 2010. Stuart Garner is a Registered Representative (Series 7) and Investment Advisor Representative (Series 66). Stuart Garner's firm manages more than $3.8 billion in assets. Stuart specializes in providing financial advice to individuals, corporations, and charitable organizations. Stuart can offer fixed and variable insurance products. Stuart can also offer fee-based financial planning and investment advice.

Firm Information

Stuart Garner 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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Stuart Garner’s Registration & Firm History

AL

06/16/2014 - Present

RFG Advisory, LLC (VESTAVIA HILLS AL)

AL

08/24/2012 - 06/08/2018

LPL FINANCIAL LLC (VESTAVIA HILLS AL)

MA

02/24/2010 - 12/07/2011

METLIFE SECURITIES INC. (SPRINGFIELD MA)

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Licenses & Designations

BOTH

Issued 06/04/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/09/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stuart Garner.
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