Ryan Christopher Whitley
Investment adviser representative at Rfg Advisory, LLC
14 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
14 years in the industry.
- Rfg Advisory, LLCNov 2020 to now
- Private Client ServicesNov 2020 to now
- Rfg Advisory, LLC dba Navipath WealthNov 2020 to now
- Navipath Partners, Inc. dba Navipath FinancialNov 2017 to now
- Rental PropertyApr 2012 to now
- Various Insurance Carriers for W & R Insurance AgenciesDec 2014 to Nov 2020
- Waddell & Reed IncDec 2014 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4956750
- Firm CRD
- 158401