Markell Bryant
RFG ADVISORY
Suwanee, GA 30024
Some features on this profile are disabled
CRD#: 6683269
Markell BryantRFG ADVISORY
Professional summary
Markell Bryant, CFP®, who also goes by Markell Jerrod Bryant, is a registered financial advisor currently at RFG ADVISORY, LLC located in Suwanee, Georgia and PRIVATE CLIENT SERVICES, LLC located in Suwanee, Georgia.
Markell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Markell has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Min. Asset: $250K–$500K
Services Offered
Insurance Planning
Retirement Planning
Small Business Planning
Investment Planning
Long-term Care
Aliases
Markell Jerrod Bryant
Other business activities
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) Obedient Wealth Planning; YES; 1134 Satellite Blvd, Suite 300A, Suwanee, GA 30024; DBA; Advisor; Start: 09/9/2026; 160 hrs/mo; 160 during trading hrs; DBA name for advisory and insurance activity. 2) Pinnacle; Investment Related; 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258; Insurance Investments; Agent; 09/01/2026; 80 hrs/mo; 80 hrs/month during trading hours; advice on insurance investment products.
CRS (Client Relationship Summary) - RIA
Click below to view Markell Bryant's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
September 8, 2026 - Present
RFG ADVISORY, LLC
Office #1: 1134 Satellite Blvd Suite 300a, Suwanee, GA 30024RIA
CRD#: 158401
Suwanee, GA
Current
September 9, 2026 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 1134 Satellite Blvd, Suite 300a, Suwanee, GA 30024RIA
BD
CRD#: 120222
Suwanee, GA
Past
September 29, 2016 - September 10, 2026
EDWARD JONES
RIA
CRD#: 250
Lawrenceville, GA
Past
September 7, 2016 - September 10, 2026
EDWARD JONES
BD
CRD#: 250
Lawrenceville, GA
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 | WINGO WEALTH | WILLOW PRIVATE WEALTH | WILLIAMS FINANCIAL ADVISORS, LLC "WFA" | WHOLE STORY PLANNING | WFA VOLARE | VOLARE WEALTH ADVISORS | TURNPOINT 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 - (2/6/2014 Approved)Alabama
Registered Investment Advisory firm - (2/27/2014 Terminated)Florida
Registered Investment Advisory firm - (2/18/2014 Terminated)Georgia
Registered Investment Advisory firm - (2/18/2014 Terminated)Louisiana
Registered Investment Advisory firm - (2/28/2014 Terminated)Texas
Registered Investment Advisory firm - (2/18/2014 Terminated)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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/9/2026)
RR
Arizona(9/9/2026)
RR
Arkansas(9/9/2026)
RR
Florida(9/9/2026)
RR
Georgia(9/9/2026)
IAR
Georgia(9/9/2026)
RR
Illinois(9/9/2026)
RR
Louisiana(9/9/2026)
RR
Maryland(9/9/2026)
RR
Massachusetts(9/9/2026)
RR
Mississippi(9/9/2026)
RR
North Carolina(9/9/2026)
IAR
Texas(9/8/2026)
RR
Texas(9/9/2026)
RR
Virginia(9/9/2026)
RR
Wisconsin(9/9/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RA
RFG ADVISORY, LLC
21:5 ADVISORS WEALTH MANAGEMENT | WINGO WEALTH | WILLOW PRIVATE WEALTH | WILLIAMS FINANCIAL ADVISORS, LLC "WFA" | WHOLE STORY PLANNING | WFA VOLARE | VOLARE WEALTH ADVISORS | TURNPOINT 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 - (2/6/2014 Approved)Alabama
Registered Investment Advisory firm - (2/27/2014 Terminated)Florida
Registered Investment Advisory firm - (2/18/2014 Terminated)Georgia
Registered Investment Advisory firm - (2/18/2014 Terminated)Louisiana
Registered Investment Advisory firm - (2/28/2014 Terminated)Texas
Registered Investment Advisory firm - (2/18/2014 Terminated)Loading...
Contact information
Main Address
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245
Mailing Address
Phone number
(205) 397-2450
Established
Firm type
Fiscal year end
# of Employees
360
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 29,833 |
| AUM (Assets Under Management) | $ 7,969,008,040 |
Red Flags
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.
