Bobby Ray trust White
Investment adviser representative at Rfg Advisory, LLC
23 yearsExperience
3 statesRegistered 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
23 years in the industry.
- Private Client ServicesJun 2018 to now
- Rfg Advisory, LLCAug 2011 to now
- BisysNov 2003 to now
- LPL Financial, LLCAug 2011 to Jun 2018
- Reliance Financial Group, LLCAug 2011 to Jul 2017
- EverbankMay 2005 to Jul 2017
- Reliance Insurance Agency, LLCJan 2005 to Jul 2017
- Reliance Real Estate Company, LLCMay 2004 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 3 states (AL, LA, TX).
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
- 3095184
- Firm CRD
- 158401