Best Investors
Account
Sign in
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-04-22 |
Branch Locations
736 Pat Haralson Memorial Drive Suite A, Blairsville, GA 30512 • United States
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Community Bank | Blairsville | GA | 07/2001 | 01/2021 |
| Invest Financial Corporation | Tampa | FL | 07/2009 | 01/2021 |
| Lpl Financial Llc | Douglasville | GA | 02/2018 | 01/2021 |
| Lincoln Financial Advisors Corporation | Blairsville | GA | 01/2021 | 04/2024 |
| Lpl | Blairsville | GA | 04/2024 | Present |
| Ifg Advisory, Llc D/B/A Appalachian Wealth Management | Atlanta | GA | 04/2024 | Present |
1. 03/15/2024- Appalachian wealth management- Non-Variable Insurance- Inv Rel- GA 30512-30 hr per mnth- 7 hrs during trading- start date 05/22/2022 2. 03/15/2024- Appalachian wealth management-DBA for LPL Business (entity for LPL business)- At Report Business Location (s)- Inv Rel 3. 03/15/2024- Nordic Business Properties- Real Estate Rental- Inv Rel-GA 30512- 5 hrs per mnth- start date 01/29/2021 4. 04/30/2024 - IFG Advisory, LLC DBA Integrated Financial Group - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started: 4/16/2024 - 160 Hrs/Mo; 8 Hrs During Trading. 5. 04/30/2024 - IFG Advisory, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started: 4/16/2024 - 160 Hrs/Mo; 8 Hrs DUring Trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 04/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-17 |
Reach out to this advisor