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John Rowland Healy

Ifg Advisory, LLC

Atlanta, GA

CRD 2411627

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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
TX RA APPROVED 2016-05-16
GA RA APPROVED 2014-02-05
  • TX RA
    APPROVED
    Since 2016-05-16
  • GA RA
    APPROVED
    Since 2014-02-05

Branch Locations

200 Ashford Center North Suite 400, Atlanta, GA 30338 • 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
Ifg Advisory, Llc Atlanta GA 12/2013 Present
Lpl Financial Llc Atlanta GA 05/2014 Present
  • 12/2013 → Present
    Atlanta, GA
  • 05/2014 → Present
    Lpl Financial Llc
    Atlanta, GA
Previous Registrations
  • 2014-02-05 → 2014-08-28
    Atlanta, GA
  • 2007-03-05 → 2013-12-09
    Patton Albertson & Miller Llc
    Alpharetta, GA
  • 2003-02-27 → 2007-11-19
    Healy Capital Management, Llc
    Alpharetta, GA
Other Businesses

1. 05/29/2014 - HEALY WEALTH MANAGEMENT - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 2. 06/03/2014 - REGISTERED INVESTMENT ADVISOR - (HYBRID) IFG ADVISORY, LLC - TIME SPENT 100% - ATLANTA, GA 3. 07/30/2014 - INTEGRATED FINANCIAL GROUP - INV REL - 200 ASHFORD CENTER NORTH, SUITE 400, ATLANTA, GA 30338I - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - START 06/24/2014 - NO TIME SPENT - INTEGRATED FINANCIAL GROUP IS AN S-CORP OWNED BY DONALD PATRICK INSURANCE AGENCY - DBA ONLY.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-06-23
S65 Uniform Investment Adviser Law Examination 1993-10-06
  • S63 Uniform Securities Agent State Law Examination
    2014-06-23
  • S65 Uniform Investment Adviser Law Examination
    1993-10-06
Other Names
  • John Healy

View on SEC IAPD

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