Samuel Clement
Investment adviser representative at Rfg Advisory, LLC
12 yearsExperience
1 stateRegistered 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.
- Rfg Advisory, LLCSep 2026 to now
- Rfg Advisory LLC dba Cardinal Asset AdvisorySep 2026 to now
- Oakworth Asset Management, LLCJul 2025 to Sep 2026
- Oakworth Capital BankFeb 2018 to Sep 2026
- Auburn UniversityAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 8121197
- Firm CRD
- 158401