Tobin Christopher Anderson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 06/2018
  Pacific Life Insurance Co
  Newport Beach, CA
• 03/2014 → 06/2018
  Pacific Select Distributors Inc.
  Newport Beach, CA
• 06/2018 → 04/2019
  Edward Jones
  St.LOuis, MO
• 05/2019 → Present
  Lpl Financial Llc
  Gainesville, GA
• 06/2019 → 09/2021
  Arista Advisory Group, Llc
  Peachtree Corners, GA
• 09/2021 → Present
  Ifg Advisory, Llc
  Atlanta, GA

Previous Registrations

• 2021-03-18 → 2021-09-17
  Arista Consulting Group
  Sautee Nacoochee, GA
• 2018-08-08 → 2019-04-16
  Edward Jones
  Peachtree Corners, GA
  St Louis, MO
  Peachtree Corners, GA
  Atlanta, GA

Other Businesses

1. 10/8/2021 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/27/2021 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 10/2021. 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. 2. 10/8/2021 - Strong, Gaddy, Lee, Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/27/2021 - 160 Hours Per Month During Securities Trading. 3. 07/10/2023 - SGL Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/27/2021 - 160 Hours Per Month/ 160 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2018-08-06
• S65 Uniform Investment Adviser Law Examination
  1998-08-27
• S63 Uniform Securities Agent State Law Examination
  1998-07-29

Other Names

• Toby C Anderson