Unclaimed
William McCollum is a registered investment advisor representative with RFG Advisory, LLC. William has been in the financial services industry since January 2007. William is registered in Louisiana and Texas. RFG Advisory, LLC is a registered investment advisor firm located in Vestavia Hills, Alabama. The firm manages more than $3 billion in assets. The firm provides financial planning, portfolio management, and other services to a variety of clients, including individuals, families, and businesses.
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.
1
2
LA
09/30/2024 - Present
RFG Advisory, LLC (SHREVEPORT LA)
Active
Inactive
Not sure William McCollum is the right advisor for you? Invested Better is here to help.