Robert Thurman Agnew
Investment adviser representative at Rfg Advisory, LLC
11 yearsExperience
1 stateRegistered in
$8BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Rfg Advisory, LLCNov 2019 to now
- Agnew Wealth Management, LLCMay 2019 to now
- Private Client ServicesOct 2019 to Dec 2020
- Wells Fargo Advisors Financial Network LLCMay 2009 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (AL).
Rfg Advisory, LLC
$8BAssets managed
17,410Clients
188Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1447320
- Firm CRD
- 158401