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Timothy William Fail

Ifg Advisory, LLC

Atlanta, GA

Goldsboro, NC

CRD 7185217

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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
NC RA APPROVED 2020-01-28
  • NC RA
    APPROVED
    Since 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

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
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
  • 01/2003 → 12/2019
    Wayne Memorial Hospital
    Goldsboro, NC
  • 11/2019 → Present
    Lpl Financial, Llc
    Goldsboro, NC
  • 01/2020 → Present
    Goldsboro, NC
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-22
  • S66 Uniform Combined State Law Examination
    2020-01-22
Other Names
  • Tim Fail

View on SEC IAPD

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