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Terrell Clayton Boone

Ifg Advisory, LLC

Atlanta, GA

Greer, SC

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Current Employers
Ifg Advisory, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-01-16
  • SC RA
    APPROVED
    Since 2024-01-16

Branch Locations

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

56 Parkway Commons Way, Greer, SC 29650 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services Inc. Atlanta GA 10/2014 09/2016
Suntrust Advisory Services Atlanta GA 09/2016 09/2016
Wells Fargo Advisors, Llc Greenville SC 09/2016 11/2016
Wells Fargo Clearing Services, Llc Greenville SC 11/2016 01/2021
Lpl Financial Llc Greer SC 01/2021 Present
Ifg Advisory, Llc Greer SC 01/2021 Present
  • 10/2014 → 09/2016
    Suntrust Investment Services Inc.
    Atlanta, GA
  • 09/2016 → 09/2016
    Suntrust Advisory Services
    Atlanta, GA
  • 09/2016 → 11/2016
    Wells Fargo Advisors, Llc
    Greenville, SC
  • 11/2016 → 01/2021
    Greenville, SC
  • 01/2021 → Present
    Lpl Financial Llc
    Greer, SC
  • 01/2021 → Present
    Greer, SC
Previous Registrations
  • 2016-09-15 → 2021-01-21
    Greenville, SC
    Pickens, SC
    Seneca, SC
    Salem, SC
    Greenville, SC
    Greenville, SC
    Easley, SC
  • 2016-09-12 → 2016-10-03
    Greenville, SC
    Greenville, SC
    Charlotte, NC
    Saluda, SC
    Greenville, SC
  • 2014-10-15 → 2016-09-20
    Truist Investment Services, Inc.
    Saluda, SC
    Greenville, SC
    Charlotte, NC
    Greenville, SC
    Greenville, SC
    Travelers Rest, SC
  • 2013-05-16 → 2014-10-20
    Tampa, FL
    Tampa, FL
    Lutz, FL
    Tampa, FL
    Wesley Chapel, FL
    Odessa, FL
    Tampa, FL
  • 2012-02-06 → 2013-05-15
    Truist Investment Services, Inc.
    Tampa, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
Other Businesses

1. 1/11/2021 - Highlands Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1/2021 - Time Spent 90%. 2. 1/11/2021 - Integrated Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 3. 1/12/2021 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR 0 Started 1/2021 - 140 Hours Per Month/7 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 01/2021. I expect to spend approximately 140 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. 4. 1/12/2021 - IFG Advisory, LLC - DBA: (Hybrid) Highlands Wealth Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 1/2021 - 140 Hours Per Month/7 Hours During Securities Trading - Time Spent 90%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-11
  • S66 Uniform Combined State Law Examination
    2010-06-11
Other Names
  • Terrell C Boone

View on SEC IAPD

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