Julie King Knotts
Investment adviser representative at Rfg Advisory, LLC
34 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
34 years in the industry.
- Rfg Advisory, LLCMay 2023 to now
- Private Client ServicesMay 2023 to now
- Rfg Advisory, LLC dba Volare Wealth AdvisorsMay 2023 to now
- Cetera Investment Advisers LLCJan 2022 to May 2023
- Cetera Investment Services LLCSep 2021 to May 2023
- Regions BankJan 2020 to Jul 2021
- Dan Carlisle Allstate AgencyApr 2018 to Jan 2020
- Belk Department StoreNov 2017 to Apr 2018
- Dan Carlisle Allstate AgencyApr 2017 to Nov 2017
- Nch CorporationNov 1992 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7414209
- Firm CRD
- 158401