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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 |
|---|---|---|---|
| GA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-27 |
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