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William Jack Haskins

RFG Advisory, LLC

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About William Jack Haskins

William Jack Haskins is an investment advisor representative associated with RFG Advisory, LLC, registered with the state of Alabama. William has over 20 years of experience in the financial services industry. William has worked for LPL Financial LLC, Edward Jones and RFG Advisory, LLC. William holds the Series 7, Series 24, Series 63 and Series 66 licenses. William is a member of the Financial Industry Regulatory Authority (FINRA).

Firm Information

William Haskins 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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William Haskins’s Registration & Firm History

AL

09/18/2017 - Present

RFG Advisory, LLC (Enterprise AL)

AL

07/09/2003 - 06/08/2018

LPL FINANCIAL LLC (ENTERPRISE AL)

MO

02/14/2001 - 06/18/2003

EDWARD JONES (ST. LOUIS MO)

MO

05/14/1998 - 03/15/2000

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 10/03/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/17/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Jack Haskins. Review regulatory record here.
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