Justin Dwight Burgess

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-01-10
GA	RA	APPROVED	2017-09-18

TX RA
APPROVED_RES

Since 2022-01-10
GA RA
APPROVED

Since 2017-09-18

Branch Locations

200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States

Acworth, GA • 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

Organization	City	State	From	To
Waddell & Reed, Inc.	Alpharetta	GA	07/2009	09/2017
Various Insurance Carriers For W & R Insurance Agencies	Jasper	GA	12/2009	09/2017
Lpl Financial, Llc	Atlanta	GA	09/2017	Present
Ifg Advisory, Llc	Atlanta	GA	09/2017	Present

07/2009 → 09/2017

Waddell & Reed, Inc.

Alpharetta, GA
12/2009 → 09/2017

Various Insurance Carriers For W & R Insurance Agencies

Jasper, GA
09/2017 → Present

Lpl Financial, Llc

Atlanta, GA
09/2017 → Present

Ifg Advisory, Llc

Atlanta, GA

Previous Registrations

2010-04-01 → 2017-09-25

Waddell & Reed

Alpharetta, GA

Atlanta, GA

Other Businesses

1. 9/15/2017 - INTEGRATED FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 01/06/2017 - 160 Hours Per Month During Securities Trading - Time Spent 100%. 2. 9/19/2017 - IFG Advisory - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR -Started 01/06/2017 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through IFG Advisory, an independent investment advisor firm. I started this business activity in 10/27/2016. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 8/4/2020 - Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 07/07/2020 - 3 Hours Per Month During Securities Trading - Life, disability, & LTC. 4. 02/23/2022 - The Cason Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date - 02/18/2022 - 4 Hours Per Month/2 Hours During Securities Trading. 5. 3/17/2023 - Madison Financial Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/22/2016 - 160 Hours Per Month/160 Hours During Securities Trading