John Paul Steele
Investment adviser representative at Rfg Advisory, LLC
14 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
14 years in the industry.
- Private Client ServicesMar 2025 to now
- Rfg Advisory, LLCMar 2025 to now
- Fisher InvestmentsMay 2024 to Feb 2025
- Independent Financial PartnersJul 2022 to May 2024
- Enterprise HoldingsFeb 2022 to Jul 2022
- Enterprise HoldingsNov 2020 to Jan 2022
- Enterprise Rent-a-carSep 2020 to Oct 2020
- UnemployedMay 2020 to Aug 2020
- Baumhowers Victory GrillJun 2017 to Apr 2020
- StudentJan 2012 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (AL, FL).
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
- 7615823
- Firm CRD
- 158401