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Uriel C

Series 66

Naples, FL

RFG Advisory, LLC

Uriel Castillo is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and four years of industry experience. He has worked with firms including Fifth Third Bank, Bank of America, and Merrill prior to his current role. Castillo is based in Naples, Florida. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s investment approach primarily utilizes discretionary portfolio management with a range of model strategies and third-party platforms, and it acts as sub-adviser to multiple Bluemonte ETFs.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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Counce D

Series 63, Series 65

Naples, FL

RFG Advisory, LLC

Counce Drinkard is a financial advisor at RFG Advisory, LLC with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including LPL Financial LLC and &Partners. Drinkard is involved in community service as the Treasurer and Vice President of Club Service for the Birmingham Sunrise Rotary Club. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management through a range of model strategies and third-party platforms and serves as a sub-adviser to multiple exchange-traded funds.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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