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George B
Series 63, Series 65
Ketchum, ID
RFG Advisory, LLC
George Berridge is a financial advisor with RFG Advisory, LLC who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He previously worked at Nuveen Investments for 15 years and held roles at Citigroup Global Markets, Valley Club, and Wells Fargo Clearing. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party model strategies, serving individuals, high-net-worth households, trusts, retirement plans, and institutional accounts.
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