Amy Lynn Powell
Investment adviser representative at Rfg Advisory, LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$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, LLCMar 2024 to now
- Rfg Advisory LLC dba Aimwell FinancialMar 2024 to now
- Corient Services LLCJul 2023 to Mar 2024
- Cipw Service Company, LLCJan 2023 to Jul 2023
- CorientDec 2022 to Mar 2024
- Ci Doyle Private Wealth, LLCMar 2015 to Mar 2023
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 4878290
- Firm CRD
- 158401