George Berridge is a registered investment advisor at Rfg Advisory, LLC, based in Vestavia Hills, AL, with 20 years of industry experience. George 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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
George owns rental property in Ketchum, ID since May 2024. He dedicates minimal time to this activity, which is investment-related.
Employment History
Current Registrations
Rfg Advisory, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Citi Private Advisory, LLCBroker
Citigroup Global Markets INC.Broker
Nuveen Securities, LLCBroker
Nuveen Investments, LLCBroker
Symphony Asset Management LLC
Scudder Investor Services, INC.Broker
Deutsche Bank Securities INC.Broker
Icc Distributors, INC.Broker
Sei Investments Distribution CO.Broker
Bancamerica Robertson StephensBroker
Robertson, Stephens & Company LLCBroker
Citicorp Investment ServicesBroker
State Registrations3 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.