Nicholas Adam Shook

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:

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

Current Employers

Employment History

• 05/2021 → 07/2023
  Unum Group
  Chattanooga, TN
• 08/2023 → 02/2025
  United Parcel Service
  Atlanta, GA
• 01/2015 → 05/2021
  Student
  Athens, GA
• 02/2025 → Present
  Lpl Financial
  Hiawassee, GA
• 06/2025 → Present
  Ifg Advisory, Llc
  Atlanta, GA

Other Businesses

1-12/2024 / Good Works Financial LLC / Tax Prep/Accounting/CPA / NOT INV RLTD / 60 HRS MNTH / START 08/01/2021 2-12/2024 / Integrated Financial Group (IFG) / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8/WEEK HRS DURING TRADING / START 02/10/2025 3) 06/24/2025 - IFG Advisory LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 06/24/2025 - 160 Hrs/Mth - 8 Hrs/Week During Trading. I started this business activity in 06/2025. Please see the advisory firms 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.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-31

Designations

• Certified Financial Planner

Other Names

• Nick Shook
• Nicholas Shook