David Andrew Koren
Investment adviser representative at Rfg Advisory, LLC
10 yearsExperience
3 statesRegistered in
ChFC®Designation
$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
10 years in the industry.
- Rfg Advisory, LLCMay 2022 to now
- Private Client Services, LLCMay 2022 to now
- Rfg Advisory, LLC dba Rva Wealth ManagementMay 2022 to now
- Kestra Advisory Services, LLCApr 2016 to May 2022
- Kestra Investment Services, LLCApr 2016 to May 2022
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 3 states (SC, TX, VA).
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
- 5714410
- Firm CRD
- 158401