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Charles L
Series 66
Prattville, AL
RFG Advisory, LLC
Charles Lineberry is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Merrill and Wells Fargo Clearing. In addition to his advisory work, he operates an independent agency selling property and casualty insurance to individuals and businesses. 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 mainly delivers discretionary portfolio management through a variety of model strategies and third-party platforms, and it acts as a sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.
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