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Sharon Hill Martin

Sharon Hill Martin

RFG ADVISORY
ANNISTON, AL
·CRD# 2112237·30 years experience

Professional Summary

Sharon Hill Martin, who also goes by Sharon Eileen Hill, Sharon Hill Huckaby, is a registered financial advisor currently at RFG ADVISORY, LLC located in Anniston, Alabama and PRIVATE CLIENT SERVICES, LLC located in Anniston, Alabama. Sharon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Sharon has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Sharon Eileen Hill, Sharon Hill Huckaby

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Website

xxxxxxxxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

30 years in the financial services industry

Current & Past Employments

RFG ADVISORY, LLC·CRD# 158401
RIA
1419 Leighton Avenue Suite C, Anniston, AL 36207
August 23, 2024 - Present
PRIVATE CLIENT SERVICES, LLC·CRD# 120222
RIA
BD
1419 Leighton Ave Suite C, Anniston, AL 36207
September 6, 2024 - Present
EDWARD JONES·CRD# 250
RIA
Oxford, AL
January 10, 2007 - August 26, 2024
EDWARD JONES·CRD# 250
BD
Oxford, AL
June 16, 2005 - August 26, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Gadsden, AL
November 14, 2000 - June 17, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
November 3, 2000 - June 17, 2005
A. G. EDWARDS & SONS, INC.·CRD# 4
BD
St. Louis, MO
June 7, 2000 - November 2, 2000
AMSOUTH INVESTMENT SERVICES, INC.·CRD# 15692
BD
Birmingham, AL
May 15, 1996 - May 12, 2000

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Current Firm

RA
RFG ADVISORY, LLC

21:5 ADVISORS WEALTH MANAGEMENT | WRIGHT PARK WEALTH | WINGO WEALTH | WILLOW PRIVATE WEALTH | WILLIAMS FINANCIAL ADVISORS, LLC "WFA" | WHOLE STORY PLANNING | WFA VOLARE | VOLARE WEALTH ADVISORS | TURNPOINT WEALTH | TRINITY PRIVATE WEALTH | TREKNORTH INVESTMENT MANAGEMENT | THE WORLEY BANKS GROUP | SWEET LIFE FINANCIAL PLANNING | SUSKO WEALTH ADVISORS | STRODTMAN WEALTH MANAGEMENT | STONES RIVER WEALTH MANAGEMENT | SIXPOINT FINANCIAL PARTNERS | SABLE POINT WEALTH MANAGEMENT | RVA WEALTH MANAGEMENT | ROUTE FINANCIAL GROUP | RJB FINANCIAL PLANNING | RIVER OAK ASSET ADVISORY | RFG ADVISORY, LLC | RFG ADVISORY GROUP, LLC | RFG ADVISORY | RESOLUTE WEALTH MANAGEMENT | RELIANCE FINANCIAL GROUP | POWDER POINT WEALTH MANAGEMENT | PIERSON WEALTH MANAGEMENT | PARAMOUNT FINANCIAL PLANNING | PALMERA PRIVATE WEALTH | OLSON STRATEGIC WEALTH | OBEDIENT WEALTH PLANNING | NAVIPATH FINANCIAL | META PRIVATE WEALTH | MATTERHORN PRIVATE WEALTH | LIND WEALTH MANAGEMENT | LICATA FINANCIAL DESIGN | LEMZAR CAPITAL | LEALAND WEALTH PARTNERS | LANDSCAPE WEALTH ADVISORS | L7 WEALTH | KWM WEALTH | KUBERA WEALTH MANAGEMENT | KASPER WEALTH MANAGEMENT | ITER FINANCIAL WELLNESS | INVESTOR'S RESOURCE | INVESTA FINANCIAL PLANNING | IN SEASON FINANCIAL GROUP | GROUNDED FINANCIAL PLANNING | GFG WEALTH ADVISORS | GALLIA WEALTH MANAGEMENT GROUP | FREEMAN WEALTH MANAGEMENT | FOUR SEASONS WEALTH MANAGEMENT | FOUR SEASONS FINANCIAL EDUCATION | FINANCIAL FITNESS WEALTH MANAGEMENT | EXECUTIVE COMPENSATION GROUP | ETA INVESTMENTS | ETA INVESTMENT & TAX ADVISORS | ENTERPRISE INVESTMENT PLANNING | EDUCATOR RETIREMENT SOLUTIONS | EDUCATOR PENSION RESOURCES | EDGEWOOD WEALTH ADVISORS | DESIGN WEALTH ADVISORS | CURATO ADVISORY | CROSS TIMBERS FINANCIAL GROUP | CRESCENT PRIVATE WEALTH | COPPER PASS ADVISORY | COPE PRIVATE WEALTH | COOPER TOWER WEALTH | CONFIDENCE FINANCIAL PARTNERS | CMC FINANCIAL | CHEAHA WEALTH MANAGEMENT | CARDINAL ASSET ADVISORY | CAPSTONE WEALTH LLC | CAMBIUM WEALTH PARTNERS | BRIANNE FINANCIAL | BLUEMONTE INVESTMENT MANAGEMENT | BLUEBIRD ADVISORY | BLUE SANDS WEALTH MANAGEMENT | BLAKE WEALTH MANAGEMENT | BLACK OAK ASSET MANAGEMENT | BILLINGS GROUP | BAYVIEW PRIVATE WEALTH | BARRETT CAPITAL ADVISORY | BALANCEPOINT FINANCIAL | BALANCE WEALTH PARTNERS | AUGUST FINANCIAL PLANNING | ASPIRE FINANCIAL GROUP | ARIV WEALTH | ARCADIA GROVE WEALTH | APPLE TREE LANE WEALTH MANAGEMENT | ANCHORING CAPITAL | AIMWELL FINANCIAL | AFIA WEALTH MANAGEMENT

CRD#: 158401 / SEC#: 801-79153
RIA
Registered Investment Advisory firm - SEC (2/6/2014 Approved)
Alabama
Registered Investment Advisory firm - Alabama (2/27/2014 Terminated)
Florida
Registered Investment Advisory firm - Florida (2/18/2014 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (2/18/2014 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (2/28/2014 Terminated)
Texas
Registered Investment Advisory firm - Texas (2/18/2014 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245

Phone Number

(205) 397-2450

# of Employees

360

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RFG ADVISORY ADV 2A 10142026 (10/13/2026)

Regulatory Assets Under Management

Total Number of Accounts

29,833

AUM (Assets Under Management)

$7,969,008,040

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) CHEAHA WEALTH MANAGEMENT; INVESTMENT-RELATED; 1419 LEIGHTON AVENUE, SUITE C, ANNISTON, AL 36207; DBA; OWNER, FOUNDER; 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS; DBA FOR ADVISORY, BROKERAGE AND INSURANCE ACTIVITY. 2) RFG ADVISORY; INVESTMENT-RELATED; 1400 URBAN CENTER, SUITE 475, VESTAVIA HILLS, AL 35242; RIA; INVESTMENT ADVISER REPRESENTATIVE; 160 HOURS PER MONTH, 160 HOURS PER MONTH DURING TRADING HOURS; INVESTMENT ADVISORY FIRM. 3) FINANCIAL INDEPENDENCE GROUP (FIG); INVESTMENT-RELATED; 19520 CATAWBA AVE #200, CORNELIUS, NC 28031; VARIABLE/LIFE INSURANCE; AGENT; START 10/07/2024; 80 HOURS PER MONTH DURING SECURITIES TRADING HOURS; AGENT FOR VARIABLE AND LIFE INSURANCE.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RA
RFG ADVISORY, LLC

21:5 ADVISORS WEALTH MANAGEMENT | WRIGHT PARK WEALTH | WINGO WEALTH | WILLOW PRIVATE WEALTH | WILLIAMS FINANCIAL ADVISORS, LLC "WFA" | WHOLE STORY PLANNING | WFA VOLARE | VOLARE WEALTH ADVISORS | TURNPOINT WEALTH | TRINITY PRIVATE WEALTH | TREKNORTH INVESTMENT MANAGEMENT | THE WORLEY BANKS GROUP | SWEET LIFE FINANCIAL PLANNING | SUSKO WEALTH ADVISORS | STRODTMAN WEALTH MANAGEMENT | STONES RIVER WEALTH MANAGEMENT | SIXPOINT FINANCIAL PARTNERS | SABLE POINT WEALTH MANAGEMENT | RVA WEALTH MANAGEMENT | ROUTE FINANCIAL GROUP | RJB FINANCIAL PLANNING | RIVER OAK ASSET ADVISORY | RFG ADVISORY, LLC | RFG ADVISORY GROUP, LLC | RFG ADVISORY | RESOLUTE WEALTH MANAGEMENT | RELIANCE FINANCIAL GROUP | POWDER POINT WEALTH MANAGEMENT | PIERSON WEALTH MANAGEMENT | PARAMOUNT FINANCIAL PLANNING | PALMERA PRIVATE WEALTH | OLSON STRATEGIC WEALTH | OBEDIENT WEALTH PLANNING | NAVIPATH FINANCIAL | META PRIVATE WEALTH | MATTERHORN PRIVATE WEALTH | LIND WEALTH MANAGEMENT | LICATA FINANCIAL DESIGN | LEMZAR CAPITAL | LEALAND WEALTH PARTNERS | LANDSCAPE WEALTH ADVISORS | L7 WEALTH | KWM WEALTH | KUBERA WEALTH MANAGEMENT | KASPER WEALTH MANAGEMENT | ITER FINANCIAL WELLNESS | INVESTOR'S RESOURCE | INVESTA FINANCIAL PLANNING | IN SEASON FINANCIAL GROUP | GROUNDED FINANCIAL PLANNING | GFG WEALTH ADVISORS | GALLIA WEALTH MANAGEMENT GROUP | FREEMAN WEALTH MANAGEMENT | FOUR SEASONS WEALTH MANAGEMENT | FOUR SEASONS FINANCIAL EDUCATION | FINANCIAL FITNESS WEALTH MANAGEMENT | EXECUTIVE COMPENSATION GROUP | ETA INVESTMENTS | ETA INVESTMENT & TAX ADVISORS | ENTERPRISE INVESTMENT PLANNING | EDUCATOR RETIREMENT SOLUTIONS | EDUCATOR PENSION RESOURCES | EDGEWOOD WEALTH ADVISORS | DESIGN WEALTH ADVISORS | CURATO ADVISORY | CROSS TIMBERS FINANCIAL GROUP | CRESCENT PRIVATE WEALTH | COPPER PASS ADVISORY | COPE PRIVATE WEALTH | COOPER TOWER WEALTH | CONFIDENCE FINANCIAL PARTNERS | CMC FINANCIAL | CHEAHA WEALTH MANAGEMENT | CARDINAL ASSET ADVISORY | CAPSTONE WEALTH LLC | CAMBIUM WEALTH PARTNERS | BRIANNE FINANCIAL | BLUEMONTE INVESTMENT MANAGEMENT | BLUEBIRD ADVISORY | BLUE SANDS WEALTH MANAGEMENT | BLAKE WEALTH MANAGEMENT | BLACK OAK ASSET MANAGEMENT | BILLINGS GROUP | BAYVIEW PRIVATE WEALTH | BARRETT CAPITAL ADVISORY | BALANCEPOINT FINANCIAL | BALANCE WEALTH PARTNERS | AUGUST FINANCIAL PLANNING | ASPIRE FINANCIAL GROUP | ARIV WEALTH | ARCADIA GROVE WEALTH | APPLE TREE LANE WEALTH MANAGEMENT | ANCHORING CAPITAL | AIMWELL FINANCIAL | AFIA WEALTH MANAGEMENT

CRD#: 158401 / SEC#: 801-79153
RIA
Registered Investment Advisory firm - SEC (2/6/2014 Approved)
Alabama
Registered Investment Advisory firm - Alabama (2/27/2014 Terminated)
Florida
Registered Investment Advisory firm - Florida (2/18/2014 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (2/18/2014 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (2/28/2014 Terminated)
Texas
Registered Investment Advisory firm - Texas (2/18/2014 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Alabama
(8/23/2024)
RR
Alabama
(9/6/2024)
RR
Florida
(9/6/2024)
RR
Georgia
(9/6/2024)
RR
North Carolina
(1/2/2025)
RR
South Carolina
(1/2/2025)
IAR
Texas
(8/23/2024)
RR
Texas
(9/6/2024)
RR
Virginia
(9/6/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2007About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1996About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 1996About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Sharon Hill Martin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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