AP
CFA
AP
CFA

Amy Lynn Powell

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
150 advisors
Number of Clients
12,756 clients
Average Client Portfolio
$387K average
Assets Under Management
$4.9B

Fee Structure

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Location

1400 Urban Center Drive, Suite 475, Vestavia Hills, AL, 35242-2245

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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 Activities

Amy is the owner and wealth advisor at AimWell Financial, a DBA for RFG Advisory, LLC. This investment advisory business takes nearly full-time hours during securities trading hours.

Employment History
Current Registrations
Rfg Advisory, LLC
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Corient
December 2022 - March 2024 · 1 yr 3 mos
Ci Doyle Private Wealth, LLC
March 2015 - March 2023 · 8 yrs
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.