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Ifg Advisory, LLC CRD 168012
$4.76B regulatory AUM 298 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-01-28 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
505-A N. Spence Avenue, Goldsboro, NC 27534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wayne Memorial Hospital | Goldsboro | NC | 01/2003 | 12/2019 |
| Lpl Financial, Llc | Goldsboro | NC | 11/2019 | Present |
| Ifg Advisory, Llc | Goldsboro | NC | 01/2020 | Present |
1. 11/27/2019 - Integrated Financial Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 3/2/2020 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/03/2020 - 40 Hours Per Month/0 Hours 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 01/2020. I expect to spend approximately 40 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. 3. 3/12/2020 - Collins Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/02/2020.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-22 |
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