Loran Coffman
Loran Coffman is a registered investment advisor at Rfg Advisory, LLC, based in Vestavia Hills, AL, with 33 years of industry experience. Loran operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 13,845 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RFG Advisory charges a fee based on a percentage of the value of your portfolio. This fee covers the Financial Advisor's services, an RFG platform fee (up to 0.50%), and potentially a strategist fee. The total fee can vary depending on the services provided and the Financial Advisor you work with. Fees are billed quarterly, in advance. Accounts under $10,000 managed through SMArtX incur an additional $10 per month platform fee.
Location
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL, 35242-2245
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Regulatory History (4)
Customer Dispute
September 2019Customer Dispute
December 2011Customer Dispute
June 2010Customer Dispute
April 2008Employment History
Current Registrations
Rfg Advisory, LLC
Previous Registrations
Edelman Financial Engines
Ef Legacy Securities, LLCBroker
Edelman Financial Services, LLC
Sanders Morris Harris LLCBroker
H. Beck, INC.Broker
Sunamerica Securities, INC.Broker
Mariner Financial Services, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.