Harris Doobrow
Harris Doobrow is a CFP, ChFC-designated registered investment advisor at Rfg Advisory, LLC, based in Vestavia Hills, AL, with 16 years of industry experience. Harris 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
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 1999Other Business ActivitiesSells Insurance
Harris works full-time as a registered investment advisor at RFG Advisory, LLC. He also provides consulting services to dental practices for a few hours per week and is the owner, financial advisor, and insurance agent for Curato Advisory, which takes up the rest of his time.
Employment History
Current Registrations
Rfg Advisory, LLC
Private Client Services, LLC
Private Client Services, LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, INC.Broker
Wachovia Securities, INC.Broker
AXA Advisors, LLCBroker
Banc of America Investment Services, INC.Broker
State Registrations9 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.