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Robert Evan Bethards

Ifg Advisory, LLC

Atlanta, GA

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Current Employers
Ifg Advisory, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-09-01
  • GA RA
    APPROVED
    Since 2023-09-01

Branch Locations

200 Ashford Center North Suite 400, Atlanta, GA 30338 • 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
Quay Financial Group, Inc. Woodstock GA 10/2015 08/2023
Woodbury Financial Services Inc D/B/A Aventurine Wealth Mgmt Woodstock GA 04/2018 08/2023
Lpl Financial Atlanta GA 08/2023 Present
Ifg Advisory, Llc D/B/A Gary Alpert Financial Strategies Atlanta GA 08/2023 Present
  • 10/2015 → 08/2023
    Quay Financial Group, Inc.
    Woodstock, GA
  • 04/2018 → 08/2023
    Woodbury Financial Services Inc D/B/A Aventurine Wealth Mgmt
    Woodstock, GA
  • 08/2023 → Present
    Lpl Financial
    Atlanta, GA
  • 08/2023 → Present
    Ifg Advisory, Llc D/B/A Gary Alpert Financial Strategies
    Atlanta, GA
Previous Registrations
  • 2019-06-06 → 2023-08-08
    Woodbury Financial Services, Inc.
    Woodstock, GA
Other Businesses

1- 08/2023 / Evan Bethards Position - Aquarium Maintenance / 1099 Employment / NON INVESTMENT RELATED / 4 HRS MNTH / START DATE 11/1/2015 2- 08/2023 / Robert Evan Bethards II / Non-Variable Insurance / INVESTMENT RELATED / 6 HR MNTH / 2 HRS DURING TRADING / START DATE 11/30/2021 3- 08/2023 / Gary Alpert Financial Strategies / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 160 HRS MNTH / 8 HRS DURING TRADING 4- 09/06/2023- IFG Advisory, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 8/16/2023- 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 08/2023. 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. 5- 12/16/2024- The Marietta Shirt Company- Other - Beginning Stages of Starting Shirt Company- Not INV Related- Home based- Start date 11/01/2024- 10 hours per month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-03
  • S66 Uniform Combined State Law Examination
    2019-06-03
Other Names
  • Robert Bethards
  • Evan Bethards

View on SEC IAPD

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