Heath Randall
Advisor at RFG Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
RFG Advisory, LLC
Location
Murfreesboro, TN
Credentials
Series 63, Series 66
Industry experience
9 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
Financial planning and consulting flat fees negotiated up to $50,000.
$0+: Up to 2.35% annually (Financial Advisor determines individual fee schedules which can be flat, linear, or tiered) $0+: RFG annual platform fee up to 0.50% $0+: Bluemonte strategist fee up to 1.00% $0+: Third-party investment manager platform fees vary Under $10,000+: $10 per month platform fee charged by SMArtX
Some Financial Advisors receive commissions from sale of securities and insurance products; RFG Advisory receives portion of these commissions for administrative support.
Hourly charges reported in Form ADV Part 1 but not specifically detailed in brochure.
Account minimum: Determined by individual Financial Advisors or Third-Party Managers; varies and may be negotiated; not explicitly stated in brochure Fee-only: Financial planning and consulting flat fees up to $50,000, negotiated per engagement; Retirement Plan Consulting fees up to 1.00% of plan assets, negotiated; Annuity management fees up to 1.15% annually plus up to 0.45% platform fee.
Work history
RFG Advisory, LLC
2024 - Present (2 years)
Private Client Services
2024 - Present (2 years)
First Command Advisory Services
2018 - 2024 (6 years)
First Command Brokerage Services, Inc.
2018 - 2024 (6 years)
Unemployed
2017 - 2018 (1 year)
TD Ameritrade, Inc.
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
William S
Series 66
Smyrna, TN
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Aaron M
Series 66
Smyrna, TN
Edward Jones
Patrick S
Series 66
Murfreesboro, TN
Edward Jones
Todd M
CFP®, Series 66
Murfreesboro, TN
Edward Jones
Daniel J
CFP®, ChFC®, Series 66
Smyrna, TN
Edward Jones
Kevin S
Series 63, Series 66
Murfreesboro, TN
Edward Jones
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