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Bobby Ray Trust White

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

1400 Urban Center Dr., Suite 475, Vestavia Hills, AL, 35242

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Bobby is affiliated with RFG Advisory as an OSJ and Registered Investment Advisor, dedicating about a quarter of his time to each role. He also owns RFG Solutions, a DBA for non-variable insurance, and William Financial Advisors, spending minimal time on each.

Employment History
Current Registrations
Private Client Services, LLC
June 2018 - Present · 7 yrs 8 mos
Private Client Services, LLCBroker
June 2018 - Present · 7 yrs 8 mos
Rfg Advisory, LLC
August 2011 - Present · 14 yrs 6 mos
Previous Registrations
LPL Financial LLC
August 2015 - December 2016 · 1 yr 4 mos
LPL Financial LLCBroker
August 2011 - July 2018 · 6 yrs 11 mos
Securities America Advisors, INC.
June 2004 - August 2011 · 7 yrs 2 mos
Securities America, INC.Broker
June 2004 - August 2011 · 7 yrs 2 mos
Lincoln Financial Advisors CorporationBroker
January 2004 - June 2004 · 5 mos
Lincoln Financial Advisors Corporation
January 2004 - June 2004 · 5 mos
The Lincoln National Life Insurance CompanyBroker
January 2004 - June 2004 · 5 mos
Veravest Investment Advisors, INC.
May 1999 - December 2003 · 4 yrs 7 mos
Veravest Investments, INC.Broker
August 1998 - December 2003 · 5 yrs 4 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bobby Ray Trust White - Financial Advisor | TrueAdvisor