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John James Gallia

Investment adviser representative at Rfg Advisory, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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

12 years in the industry.

  1. Private Client ServicesJun 2018 to now
  2. Rfg Advisory, LLCOct 2014 to now
  3. LPL Financial LLCSep 2014 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (MO).

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
4774107
Firm CRD
158401
Advisor's SEC record (opens in a new tab)
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