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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
GA RA APPROVED 2015-09-25
  • GA RA
    APPROVED
    Since 2015-09-25

Branch Locations

200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States

141 South Wayne St, Milledgeville, GA 31062 • United States

150 West Washington St, Milledgeville, GA 31061 • 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
Lpl Financial, Llc Milledgeville GA 05/2008 Present
Whb Wealth Management Group, Llc Milledgeville GA 05/2008 Present
Ifg Advisory, Llc Atlanta GA 09/2015 Present
  • 05/2008 → Present
    Lpl Financial, Llc
    Milledgeville, GA
  • 05/2008 → Present
    Whb Wealth Management Group, Llc
    Milledgeville, GA
  • 09/2015 → Present
    Atlanta, GA
Previous Registrations
  • 2003-05-13 → 2008-05-14
    Cetera Investment Services Llc
    Milledgeville, GA
    Milledgeville, GA
Other Businesses

1. 3/19/2008 - WHB Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 4/22/2009 - Crossroads Baptist Church - Not Investment Related - Community, Civic and Charitable Board - Time Spent 2% - Finance Chairman for Crossroads Baptist Church's finance committee. Role is to assist in the preparation and monitoring of the church's annual budgets. 3. 10/21/2015: IFG (Integrated Financial Group) - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/25/2015 - 160 Hours Per Month During Securities Trading. 4. 10/22/2015: IFG ADVISORY, LLC - DBA: (Hybrid) WHB Wealth Management Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/25/2015 - 160 Hours Per Month During Securities Trading - IAR. 5. 10/22/2015: IFG ADVISORY, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 09/25/2015 - 160 Hours Per Month During Securities Trading - IAR.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-02-20
S63 Uniform Securities Agent State Law Examination 1993-10-27
  • S65 Uniform Investment Adviser Law Examination
    1999-02-20
  • S63 Uniform Securities Agent State Law Examination
    1993-10-27

View on SEC IAPD

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