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Justin Andrew Davidson

Ifg Advisory, LLC

Atlanta, GA

Atlanta, GA

CRD 3066241

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Employer firm

Ifg Advisory, LLC CRD 168012

$4.76B regulatory AUM 298 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Ifg Advisory, Llc

200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-07
GA RA APPROVED 2014-11-12
  • TX RA
    APPROVED
    Since 2022-01-07
  • GA RA
    APPROVED
    Since 2014-11-12

Branch Locations

200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States

300 Galleria Parkway, Se Suite 630, Atlanta, GA 30339 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Atlanta GA 10/2014 Present
Ifg Advisory, Llc Atlanta GA 11/2014 Present
  • 10/2014 → Present
    Lpl Financial, Llc
    Atlanta, GA
  • 11/2014 → Present
    Atlanta, GA
Previous Registrations
  • 2003-03-04 → 2014-11-19
    Osaic Fa, Inc.
    Atlanta, GA
    Virginia Beach, VA
Other Businesses

(1) 11/10/2014 - LINEA PRIVATE WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 0%/ ATLANTA, GA (2) 11/17/2014 - IFG ADVISORY, LLC - REGISTERED INVESTMENT ADVISOR HYBRID - (HYBRID) IFG ADVISORY, LLC - TIME SPENT 100% - ATLANTA, GA (3) 11/17/2014 - FIXED INSURANCE - NON-VARIABLE INSURANCE - TIME SPENT 10% - ATLANTA, GA. (4) 11/18/2014: REGISTERED INVESTMENT ADVISOR DBA - IFG ADVISORY, LLC - DBA: (HYBRID) LINEA PRIVATE WEALTH MANAGEMENT - INVESTMENT RELATED - TIME SPENT 100% - ATLANTA, GA. (5) 3/11/2016: IFG ADVISORY, LLC - DBA: (Hybrid) Integrated Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/10/2014 - 40 Hours Per Month During Securities Trading. 6. 08/21/2019 - No business name - No specific address - Not investment related - Outside/W-2 Employment - start date:07/04/2019 - 10 hrs/mo - 0 hrs during trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-06-29
  • S66 Uniform Combined State Law Examination
    1998-06-29

View on SEC IAPD

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