Home
About
- Meet the Team
Services
- Community
Events
Insights
- Newsletter
Podcast
StrongHer Money®
Tax
- Tax Portal
Contact
Client Login

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Office: 205-510-9074

1400 Urban Center Drive

Suite 475

Birmingham, AL 35242

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.

Securities offered by Registered Representatives of Private Client Services. Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Tax preparation and advice is offered by CMC Tax. Private Client Services, CMC Financial, CMC Tax, GFG Wealth, and RFG Advisory are unaffiliated entities.

Neither Private Client Services, RFG Advisory nor its advisors acting in their capacity as a Registered Representative or Investment Advisory Representative provide or offer to provide accounting, tax related services or advice. The provision of an advisor’s CPA or Enrolled Agent designation is not intended, directly or indirectly, to be an offer or a solicitation of an offer for such services.

Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

Andy Graffeo offers brokerage services only through Private Client Services. He does not provide advisory services or financial planning through RFG Advisory.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.

Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.