Stuart Garner
Investment adviser representative at Rfg Advisory, LLC
22 yearsExperience
1 stateRegistered 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
22 years in the industry.
- Rfg Advisory, LLCJun 2014 to now
- Rfg Advisory Group, LLCJun 2014 to now
- Stuart J. Garner, LLCJan 2004 to now
- LPL Financial, LLCAug 2012 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2014
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
- 5705965
- Firm CRD
- 158401