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Thomas Jackson Williams

RFG Advisory, LLC

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About Thomas Jackson Williams

Thomas Williams is an active advisor registered with the state of Louisiana and Texas. Thomas has been working in the financial industry since 1986. Thomas is a Certified Financial Planner and has experience in both financial planning and investment advisory services. Thomas is currently affiliated with RFG Advisory, LLC, with a branch office in Shreveport, Louisiana. Thomas was formerly affiliated with LPL Financial, LLC. Thomas has been a member of several non-profit boards.

Firm Information

Thomas Williams 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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Thomas Williams’s Registration & Firm History

LA

10/25/2018 - Present

RFG Advisory, LLC (Shreveport LA)

LA

12/23/1997 - 06/14/2018

LPL FINANCIAL LLC (SHREVEPORT LA)

AZ

11/19/1989 - 12/19/1997

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

12/23/1986 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

BC

Issued 08/05/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Thomas Jackson Williams. Review regulatory record here.
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