Bobby White has been Managing Member and Executive Chairman of RFG Advisory since July 2011, is a control person of the firm and directly owns between 5% and 10% of it. Bobby White holds a B.S. in Business Administration and Management from Auburn University.
RFG Advisory, LLC is a Vestavia Hills, AL firm with $7.97B under management, 17,410 clients and 178 advisers across 72 offices, as of its September 2026 filing.
Bobby White is Executive Chairman of RFG Advisory. He founded RFG in 2003 and has over two decades of experience in the wealth management industry, formerly as Founder and CEO and as a Financial Advisor.
Bobby White’s longest registration is the current one, 15 years at RFG Advisory since 2011. Before joining RFG Advisory in 2011, Bobby White was registered through Securities America Advisors, Inc. and Lincoln Financial Advisors Corporation.
- Private Client Services, LLCAlso current– present · 8 yearsMountain Brook, AL · Adviser representative and broker · Firm CRD 120222
- LPL Financial LLC– · 1 yearVestavia Hills, AL · Adviser representative · Firm CRD 6413
- RFG Advisory, LLCCurrent– present · 15 yearsVestavia Hills, AL · Adviser representative · Firm CRD 158401
- Securities America Advisors, Inc.– · 7 yearsBirmingham, AL · Adviser representative · Firm CRD 110518
- Lincoln Financial Advisors Corporation– · under a yearBirmingham, AL · Adviser representative · Firm CRD 3978
- Veravest Investment Advisors, Inc.– · 4 yearsBirmingham, AL · Adviser representative · Firm CRD 105796
Investment adviser representative registrations
Bobby White is registered as an investment adviser representative in 3 states, as a resident of Texas. Each was approved in August 2011.
- AlabamaSince 8 August 2011
- LouisianaSince 12 August 2011
- TexasResidentSince 8 August 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 51 | Municipal Fund Securities Principal Examination | 28 April 2003 |
| Series 24 | General Securities Principal Examination | 29 May 2002 |
| Series 66 | Uniform Combined State Law Examination | 4 September 1998 |
| Series 7 | General Securities Representative Examination | 18 August 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bobby Ray Trust White
- CRD
- 3095184
- Firm
- RFG Advisory · CRD 158401
- Role
- Managing Member and Executive Chairman
- Office
- 1400 URBAN CENTER DR., SUITE 475, Vestavia Hills, AL 35242
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1998
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- rfgadvisory.com
Where does Bobby White work?
Bobby White has been Managing Member and Executive Chairman of RFG Advisory, LLC since July 2011, and is a control person of the firm.
Is Bobby White a financial advisor?
Yes. Bobby White has a current investment-adviser registration in Alabama, Louisiana and Texas, through RFG Advisory since August 2011.
How many years of experience does Bobby White have?
Bobby White has 28 years in the financial industry, since September 1998, across 6 adviser firms.
What exams has Bobby White passed?
Bobby White has passed 4 licensing exams: the Series 7, Series 66, Series 24 and Series 51. The earliest, the Series 7, was passed in August 1998. FINRA credited Bobby White with the SIE, which began in October 2018.
Where did Bobby White work before RFG Advisory?
Before RFG Advisory, Bobby White was registered through Securities America Advisors, Inc., June 2004 to August 2011; Lincoln Financial Advisors Corporation, January 2004 to June 2004; Veravest Investment Advisors, Inc., May 1999 to December 2003.
Where is Bobby White based?
Bobby White’s registered office is in Vestavia Hills, AL.
Is Bobby White registered with FINRA?
Yes. Bobby White has a current broker registration, under CRD 3095184.
Source: FINRA BrokerCheck
How can I verify Bobby White’s record?
Search CRD 3095184 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Bobby White’s full registration record.
