Counce Moody Drinkard
Investment adviser representative at Rfg Advisory, LLC
10 yearsExperience
2 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
10 years in the industry.
- Rfg Advisory, LLC dba Four Seasons Wealth ManagementMar 2023 to now
- Private Client ServicesJun 2018 to now
- Rfg Advisory, LLCJan 2017 to now
- Linsco Private LedgerJun 2018 to Jun 2018
- LPL Financial LLCMar 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (AL, FL).
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
- 5370403
- Firm CRD
- 158401