R. Mark Smith

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

• 12/2003 → Present
  R.M. Smith & Associates, Inc.
  Atlanta, GA
• 06/2014 → Present
  Lpl Financial, Llc
  Atlanta, GA
• 06/2014 → Present
  Ifg Advisory, Llc
  Atlanta, GA

Previous Registrations

• 2014-06-17 → 2014-08-28
  Ifg Advisory, Llc
  Atlanta, GA
• 2014-04-29 → 2014-06-20
  Questar Asset Management, Inc.
  Minneapolis, MN
• 2005-05-19 → 2006-06-16
  Usallianz Securities, Inc.
  Atlanta, GA
  Atlanta, GA
  Duluth, GA

Other Businesses

1. 06/17/2014 - R.M. SMITH & ASSOCIATES, INC/ DBA ONLY/ 100%/ ATLANTA, GA 2. 06/17/2014 - INTEGRATED FINANCIAL GROUP/ DBA ONLY/ 0%/ ATLANTA, GA 3. 06/17/2014 - R.M. SMITH & ASSOCIATES, INC/ NON-VARIABLE INSURANCE/ 35%/ ATLANTA, GA 4. 06/18/2014 - REGISTERED INVESTMENT ADVISOR - (HYBRID) IFG FINANCIAL ADVISORY, LLC. - ATLANTA, GA 5. 12/04/2014 - IFG ADVISORY, LLC - REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) R.M. SMITH & ASSOCIATES, INC. - TIME SPENT 80 HOURS PER MONTH - ATLANTA, GA 6. 07/10/2019 - Magnolia Financial Group - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:07/01/2019 - 0 hrs/mo - 0 hrs during trading. 7. 7/14/2020 - MFG Properties, LLC - Investment Related - Roswell, GA 30075 - Real Estate Rental - Started 02/20/2020 - 1 Hour Per Month During Securities Trading - Purchased building in February 2020 with business partner. 8. 12/21/2021 - MFG Planning, LLC - DBA: MFG Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/17/2021 - 40 Hours Per Month/3 Hours During Securities Trading. 9. 07/22/2022 - B&M Lake Life, LLC - Investment Related - At Reported Business Location(s) - Other - Real Estate Non Rental - Start Date - 05/16/2022 - 0 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-26
• S66 Uniform Combined State Law Examination
  2005-05-14
• S63 Uniform Securities Agent State Law Examination
  1995-02-10

Other Names

• Richard M Smith
• R. Mark Smith
• Richard Mark Smith