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David K
ChFC®, Series 66
Beaufort, SC
RFG Advisory, LLC
David Koren Jr. is a financial advisor with RFG Advisory, LLC, holding the ChFC® designation and a Series 66 license, and has 17 years of industry experience. He has worked at Private Client Services, LLC and Kestra Advisory, among other firms. He serves on the advisory board of All Saints Catholic School, providing guidance on social and fundraising events. RFG Advisory offers investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm employs primarily discretionary investment strategies, including firm-managed model portfolios and third-party platforms, and serves as sub-adviser to multiple ETFs while providing access to alternative investments and insurance products.
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