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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 | 2014-12-15 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
505-A N. Spence Avenue, Goldsboro, NC 27534 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Goldsboro | NC | 06/2003 | Present |
| Ifg Advisory, Llc | Goldsboro | NC | 12/2014 | Present |
1. 3/18/2008 - NON-VARIABLE INSURANCE DBA - COLLINS WEALTH MANAGEMENT - TIME SPENT 10% - GOLDSBORO, NC. 2. 2/12/2009 - DBA ONLY - COLLINS WEALTH MANAGEMENT - GOLDSBORO, NC 3. 12/23/2014 - IFG ADVISORY, LLC - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 100 HOURS PER MONTH - GOLDSBORO, NC 4. 12/23/2014 - INTEGRATED FINANCIAL GROUP -DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 100 HOURS PER MONTH -GOLDSBORO, NC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-29 |
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