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Chandler Austin Dutram

Investment adviser representative at Rfg Advisory, LLC
12 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

12 years in the industry.

  1. Rfg Advisory, LLCJan 2023 to now
  2. Rfg Advisory, LLC dba Bayview Private WealthJan 2023 to now
  3. Trinity Wealth Securities L.L.CFeb 2019 to Jan 2023
  4. Ifs Securities, Inc.Jul 2018 to Feb 2019
  5. Florida Financial AdvisorsMay 2018 to Jan 2023
  6. Florida State UniversityAug 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
6988247
Firm CRD
158401
Advisor's SEC record (opens in a new tab)
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