Ryan Christopher Whitley
Investment Adviser Representative at RFG Advisory, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ryan Christopher Whitley is an investment adviser representative with RFG Advisory, LLC in Charlotte, NC, where they have been registered since 2020. They have worked in the securities industry since 2008 and have been registered with 5 firms, including Waddell & REED and Lincoln Financial Securities Corporation. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Rental PropertyApr 2012 – no end date reportedCharlotte, NC
- Waddell & REED IncDec 2014 – Nov 2020Charlotte, NC
- Various Insurance Carriers FOR W & R Insurance AgenciesDec 2014 – Nov 2020Charlotte, NC
- NAVIPATH PARTNERS, INC. dba NAVIPATH FINANCIALNov 2017 – no end date reportedCharlotte, NC
- Rental PropertyJan 2016 – no end date reportedCharlotte, NC
- Private Client ServicesNov 2020 – no end date reportedCharlotte, NC
- RFG Advisory, LLC DBA Navipath WealthNov 2020 – no end date reportedCharlotte, NC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About RFG Advisory, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0235
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 178
- Offices listed on AdvisorFinder:
- 49
- Main office:
- Vestavia Hills, AL
- SEC file number:
- 801-79153
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at RFG Advisory, LLC
Showing 12 of 178 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ryan Christopher Whitley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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