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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2016-05-16 |
| GA | RA | APPROVED | 2014-02-05 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ifg Advisory, Llc | Atlanta | GA | 12/2013 | Present |
| Lpl Financial Llc | Atlanta | GA | 05/2014 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-06-23 |
| S65 | Uniform Investment Adviser Law Examination | 1993-10-06 |
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