Mark D Elmore

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/1997 → Present
  Self Employed
  Hueytown, AL
• 08/2011 → 06/2018
  Lpl Financial Llc
  Vestavia, AL
• 06/2018 → 04/2022
  Private Client Services
  Birmingham, AL
• 06/2018 → 04/2022
  Rfg Advisory, Llc
  Vestavia Hills, AL
• 04/2022 → Present
  Independent Financial Group, Llc
  Birmingham, AL

Previous Registrations

• 2021-12-21 → 2022-05-23
  Sb Advisory, Llc
  Birmingham, AL
  Atlanta, GA
• 2021-10-26 → 2021-12-22
  Rfg Advisory, Llc
  Vestavia Hills, AL

Other Businesses

(1) MELMOREINV, LLC POSITION: Agent/Representative NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 04/15/2022 ADDRESS: 2 Perimeter Park S, Ste. 140e, Birmingham AL 35243, United States DESCRIPTION: Business entity for tax purposes. (2) CONCOURSE FINANCIAL POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2008 ADDRESS: 2 Perimeter Park S, Ste. 140e, Birmingham AL 35243, United States DESCRIPTION: Outside insurance. (3) KEYSTONE FINANCIAL SERVICES POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/23/2022 ADDRESS: 2 Perimeter Park S., Ste. 140e, Birmingham AL 35243, United States DESCRIPTION: DBA for marketing purposes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-13
• S63 Uniform Securities Agent State Law Examination
  2004-10-25