Howard Neil Katz

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

• 10/2014 → Present
  Lpl Financial, Llc
  Atlanta, GA
• 11/2014 → Present
  Ifg Advisory, Llc
  Atlanta, GA

Previous Registrations

• 2001-06-19 → 2014-11-19
  Osaic Fa, Inc.
  Atlanta, GA
  Virginia Beach, VA

Other Businesses

1. 11/10/2014 - Wealth Vision - INV REL - Non-Variable Insurance Trails Only - trailing commission only for Insurance 2. 11/10/2014 - Non-Variable Insurance - INV REL - lifec, disability, group medical, fixed annuity 3. 11/10/2014 - Linea Private Wealth Management - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 4. 11/17/2014 - IFG ADVISORY, LLC. - REGISTERED INVESTMENT ADVISOR HYBRID - (HYBRID) IFG ADVISORY, LLC. - TIME SPENT 100% - ATLANTA, GA. 5. 11/18/2014: REGISTERED INVESTMENT ADVISOR DBA - IFG ADVISORY, LLC - DBA: (HYBRID) LINEA PRIVATE WEALTH MANAGEMENT - INVESTMENT RELATED - TIME SPENT 100% - ATLANTA, GA. 6. 03/10/2015: NO BUSINESS NAME - INV REL - 3715 NORTHSIDE PARKWAY, SUITE 3-600, ATLANTA GA 30327 - INSTRUCTOR/TEACHER - START 05/01/2015 - 1 HR/MO ALL DURING SECS TRDG HRS - INSTRUCTOR FOR CERTIFIED FINANCIAL PLANNERS, INSURANCE AGENTS AND CPA'S.: PROVIDE CFP ETHICS CE TO LOCAL FPA CHAPTERS AND INSURANCE/ CPA CE TO OTHER ADVISOR GROUPS AND CPA FIRMS. 7. 03/02/2016 - Integrated Financial Group - INV REL - 3715 Northside Parkway, Suite 3-600, Atlanta GA 30327 - DBA for LPL Business (entity for LPL business) - START 01/01/2007 - RIA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-27
• S63 Uniform Securities Agent State Law Examination
  1994-06-02

Other Names

• Howard N Katz