Gerard Guercio

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

• 09/2010 → Present
  Lpl Financial Llc
  Hattiesburg, MS
• 07/2026 → Present
  Ifg Advisory, Llc
  Atlanta, GA

Previous Registrations

• 2009-06-01 → 2010-10-01
  Morgan Stanley
  Hattiesburg, MS
• 2007-07-06 → 2009-06-01
  Citigroup Global Markets Inc.
  Hattiesburg, MS
  Hattiesburg, MS
  Hattiesburg, MS

Other Businesses

(1) GUERCIO INVESTMENTS, LLC - LEGAL ENTITY FOR TAX/ACCOUNTING PURPOSES ONLY (2) FINANCE COMMITTEE BILOXI DIOCESE, INVESTMENT RELATED, VOLUNTEER FINANCIAL COMMITTEE MEMBER (BROKER OF RECORD), 1 HOUR DEVOTED PER MONTH, 1 HOUR DEVOTED DURING SECURITIES TRADING (3) FINANCE COMMITTEE ST THOMAS CATHOLIC CHURCH, INVESTMENT RELATED, VOLUNTEER FINANCE COMMITTEE MEMBER, 1 HOUR DEVOTED PER MONTH, 1 HOUR DEVOTED DURING SECURITIES TRADING (4) NWM CAPITAL ADVISORS, DOING BUSINESS AS NAME FOR IFG ADVISORY, LLC, 07/01/2026, FINANCIAL ADVISOR, DBA FOR ADVISORY BUSINESS (5) FIXED INSURANCE, INVESTMENT RELATED, FIXED INSURANCE SALES, INSURANCE AGENT

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-21
• S63 Uniform Securities Agent State Law Examination
  1993-01-25

Other Names

• Rod Guercio