Bradford Donald Acton
Investment adviser representative at Rfg Advisory, LLC
7 yearsExperience
2 statesRegistered 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
7 years in the industry.
- Rfg Advisory, LLCJul 2023 to now
- Rfg Advisory, LLC dba Willow Private WealthJul 2023 to now
- Private Client ServicesJul 2023 to Dec 2023
- Bank of America, N.A.Sep 2016 to Jul 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2016 to Jul 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (AL, 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
- 6641051
- Firm CRD
- 158401