BIRMINGHAM, Ala.--(BUSINESS WIRE)--RFG Advisory, one of the nation’s leading and fastest-growing RIA firms, is pleased to welcome three new advisors to the firm. Charles “Chic” Lineberry of Montgomery, AL, Tom Chancellor of Dallas/Ft Worth Metroplex and Jody Jarriet Bluitt of Shreveport, LA who joined RFG partner firm, WFA.
Recognized by the Financial Times as a Top 300 RIA in the U.S. out of roughly 13,000 RIAs1 and nominated by Wealth Mangement.com as the Non-Custodial RIA Support Platform of the Year, RFG has created a culture keenly focused on innovation, collaboration and entrepreneurialism. Each of the three new independent advisors that join RFG brings with them rich experiences and a passion for serving clients, in addition to having a personal value system that aligns with the RFG Advisory ethos.
“Chic, Tom and Jody are all at different stages within their careers and as such, were all looking for something slightly different as they evaluated their options,” said Bobby White, Chairman and CEO of RFG Advisory. “I’m thrilled that each of these brilliant minds joined the RFG Advisory family and will benefit from the operational support, state-of-the-art technology, and an unwavering commitment to creating an exceptional client experience.”
Independence Seeker
Jody joins RFG Advisory after working as a Financial Advisor at Capital One and then as a Financial Wealth Manager at a major wirehouse. At this early stage in his career, Jody is eager to embrace the freedom offered as an independent advisor and to be a part of the thriving team at WFA who are redefining what it means to work 1-1 with a Financial Advisor.
Continued Career Growth
Prior to working in financial services, Chic worked as a product engineer and owned his own industrial company for nearly a decade. But then he fell in love with finance and helping people plan for and achieve financial success. He’s worked in the financial services industry for more than 15 years, and he’s as passionate about it today as he was when he started. Chic is looking to leverage RFG Advisory to grow and take his practice to the next level.
Succession Planning
Tom has been providing financial planning services for over two decades. Prior to building his thriving wealth management practice, Tom worked as clinical psychologist and therapist. Tom joins RFG Advisory excited to have the freedom and bandwidth to spend more time with his clients and to thoughtfully craft his future succession plan. With his depth of experience, Tom knows first-hand the importance of taking care of his clients today and in the future.
All RFG Advisors have access to the RFG state-of-the-art fintech platform engineered to enhance 1-1 relationships with clients. If you’re interested in becoming the CEO of your own practice by becoming an Independent Advisor with RFG Advisory, please visit our website.
About RFG Advisory
RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory prides itself on being a service company first, a technology company second and a hybrid-RIA third. RFG Advisory delivers a turn-key integrated platform that provides Advisors all of the tools and resources they need to be the CEO of their practice, not the COO, including turn-key technology, institutional-caliber investment management, marketing, compliance, business consulting and operational support. Focused on amplifying independence, Advisors who affiliate with RFG Advisory maintain all of the equity in their business and pay a basis point fee for access to RFG’s investment and technology platform. Additionally, RFG Capital is a resource to facilitate succession planning and provide loans to advisors to enable the move to full independence.
Compliance Disclosure
Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. RFG Advisory and Private Client Services are unaffiliated entities.
1 According to the 2019 Evolution Revolution published by the NRS.
