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John H
CFP®, Series 65, Series 66
Webster, NY
RFG Advisory, LLC
John Harms is a CFP® professional with 21 years of experience in the financial services industry. He is affiliated with RFG Advisory, LLC and has previously worked at American Portfolios and Axa Advisors. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to proprietary and third-party investment strategies.
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