DW
Danielle M. Williams
RFG ADVISORY
Flagstaff, AZ 86001
Some features on this profile are disabled
CRD#: 7494521
DW
Danielle Mae WilliamsRFG ADVISORY
Professional summary
Danielle Mae Williams is a registered financial advisor currently at RFG ADVISORY, LLC located in Flagstaff, Arizona and PRIVATE CLIENT SERVICES, LLC located in Flagstaff, Arizona.
Danielle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Danielle has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
None
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)RFG Advisory LLC. 1400 Urban Center Dr., Suite 475, Vestavia Hills, AL 35243. RIA. 60-120 hrs/mo; 60-120 during trading hrs. 2)Danielle Williams - Teaching Workshops. 1 Dancing Rabbit Ln, Rutledge MO 63563. I operate as a sole proprietor & am typically contracted by another organization to lead or assist with workshops in my area of competence. Lead or assist with retreats and workshops on topics of personal growth, community, the art of fulfillment, and sustainable living.1-6 hrs/mo; 1-6 during trading hrs. Not investment related. 3) Compassion Company LLC; Not investment related;1 Dancing Rabbit Ln. Unit 8 Rutledge MO 63563;Digital marketing and media agency; contractor to support business owner by managing schedule, communications, logistics, operations & market research; effective 04/16/2026;10 hours per month;10 hours during trading hours 3)Danielle Williams - Digital Marketing. 1 Dancing Rabbit Ln, Unit 1, Rutledge MO 63563. Online content publishing. Creating, distributing, and managing digital content across various platforms such as websites, email lists, and social media.1 hr/mo; 1 during trading hrs. Not investment related. 4)Various orgs at Dancing Rabbit: DR Land Trust, Cattail Commons Coop, DR Inc., DRVC BEDR. Volunteer service is expected of those who reside at Dancing Rabbit Ecovillage for the organizations that manage daily operations. Various volunteer roles on the committees and planning teams at Dancing Rabbit Ecovillage,including: retreat planning, warren siting & more 7 hrs/mo 7 during trading hrs. Not investment related 5)Dancing Rabbit Inc. 1 Dancing Rabbit Ln, Rutledge MO 63563. Dancing Rabbit Inc. is a nonprofit offering programs focused on increasing ecological sustainability through education & lifestyle changes. Non-profit employee providing administrative support for the organization in areas which include: outreach, development, legal, HR, etc.20 hrs/mo; 20 during trading hrs. Not investment related. 6)Danielle Williams - Coaching. 1 Dancing Rabbit Ln, Rutledge MO 63563. Sole proprietorship which supports clients who seek personal growth & professional success in clarifying goals and overcoming obstacles. As owner & coach I provide sessions to generate improvement strategies with clients while managing business, marketing, service delivery,etc. 4 hrs/mo; 4 during trading hrs. Not investment related. 7)Cambium Wealth & Legacy Strategies. 320 W Cherry Avenue, Flagstaff, AZ 86001. DBA . Dually Registered Advisor & Organizational Development. 60-120 hrs/mo; 60-120 during trading hrs. Investment related. 8)Blue Zone Kitchen. 1 Dancing Rabbit Ln, Rutledge MO 63563. Blue Zone Kitchen is an informal entity which coordinates food & supplies for those who eat & cook with it. Eater fees cover expenses. Participants share various responsibilities voluntarily (without pay).I do food ordering & bookkeeping for this kitchen cooperative. 2 hrs/mo; 2 during trading hrs. Not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Danielle Mae Williams'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®
NoneExperience
Current
November 5, 2025 - Present
RFG ADVISORY, LLC
Office #1: 320 W Cherry Avenue, Flagstaff, AZ 86001RIA
CRD#: 158401
Flagstaff, AZ
Current
November 5, 2025 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 320 W Cherry Avenue, Flagstaff, AZ 86001RIA
BD
CRD#: 120222
Flagstaff, AZ
Past
January 13, 2025 - November 5, 2025
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
Flagstaff, AZ
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" | VOLARE WEALTH ADVISORS | TURNPOINT WEALTH | TREKNORTH INVESTMENT MANAGEMENT | THE WORLEY BANKS GROUP | 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 | PARAMOUNT FINANCIAL 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 | 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 | 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 | CAMBIUM WEALTH PARTNERS | BRIANNE FINANCIAL | BLUEBIRD ADVISORY | BLUE SANDS WEALTH MANAGEMENT | BLAKE WEALTH MANAGEMENT | BILLINGS GROUP | BAYVIEW PRIVATE WEALTH | BARRETT CAPITAL ADVISORY | BALANCEPOINT FINANCIAL | BALANCE WEALTH PARTNERS | ARIV 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
Arizona(11/5/2025)
IAR
Arizona(11/5/2025)
RR
Colorado(11/5/2025)
RR
Georgia(8/12/2026)
RR
Hawaii(11/5/2025)
RR
Massachusetts(1/13/2026)
RR
Minnesota(11/5/2025)
RR
Missouri(11/5/2025)
IAR
Missouri(11/5/2025)
RR
New Mexico(11/5/2025)
RR
North Carolina(11/5/2025)
RR
Oklahoma(11/5/2025)
RR
Oregon(11/5/2025)
RR
South Dakota(11/5/2025)
RR
Texas(11/5/2025)
IAR
Texas(11/5/2025)
RR
Utah(11/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/13/2025
General Securities Representative ExaminationGeneral 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" | VOLARE WEALTH ADVISORS | TURNPOINT WEALTH | TREKNORTH INVESTMENT MANAGEMENT | THE WORLEY BANKS GROUP | 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 | PARAMOUNT FINANCIAL 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 | 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 | 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 | CAMBIUM WEALTH PARTNERS | BRIANNE FINANCIAL | BLUEBIRD ADVISORY | BLUE SANDS WEALTH MANAGEMENT | BLAKE WEALTH MANAGEMENT | BILLINGS GROUP | BAYVIEW PRIVATE WEALTH | BARRETT CAPITAL ADVISORY | BALANCEPOINT FINANCIAL | BALANCE WEALTH PARTNERS | ARIV 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
277
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 23,999 |
| AUM (Assets Under Management) | $ 6,120,333,343 |
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.
