Caroline Crossan Ryals
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, LLCAug 2021 to now
- Private Client ServicesAug 2021 to now
- Alabama Panhellenic AssocDec 2019 to Dec 2020
- Rfg AdvisoryMay 2018 to Aug 2018
- University of AlabamaAug 2017 to May 2021
- UnemployedMay 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 6961820
- Firm CRD
- 158401