Harris Todd Doobrow
Investment adviser representative at Rfg Advisory, LLC
11 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$8BFirm assets
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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, LLCOct 2020 to now
- Private Client ServicesOct 2020 to now
- MML Investors Services, LLCMar 2017 to Oct 2020
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Oct 2020
- Metlife Securities Inc.Dec 2015 to Mar 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2013
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
- 3175543
- Firm CRD
- 158401