Investment adviser representative · Rfg Advisory, LLC
David A. Evans
CRD 6671224 · Vestavia Hills, AL
At a glance
David A. Evans is an investment adviser representative with Rfg Advisory, LLC in Vestavia Hills, AL, according to the SEC’s Investment Adviser Public Disclosure records. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Rfg Advisory, LLCSince September 2026Vestavia Hills, AL · $8.0B in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
David’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Rfg Advisory, LLC
- Bradford D. ActonVestavia Hills · Certified Financial Planner
- Robert T. Agnew Jr.Vestavia Hills
- Clayton B. AhoVestavia Hills · Chartered Financial Analyst
- Paul BernierVestavia Hills
- George D. BerridgeVestavia Hills
- Lance D. BillingsVestavia Hills
- Eric J. BlakeVestavia Hills · Certified Financial Planner
- Eric L. BlakeVestavia Hills
Every advisor at Rfg Advisory, LLC →Rfg Advisory, LLC: assets, clients and custodians →Financial advisors in Vestavia Hills, AL →Every Rfg Advisory, LLC advisor in Vestavia Hills →Advisor Moves: who changed firms this week →