William Key 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

• 10/2009 → Present
  Lpl Financial Llc
  Natchez, MS
• 08/2014 → Present
  Ifg Advisory, Llc
  Natchez, MS

Other Businesses

(1) 09/30/2009 - WILLIAM K SMITH FAMILY INVESTMENTS PARTNERSHIP - FAMILY BUSINESS - NOT INV REL - At Reported Business Location(s)- PARTIAL OWNER OF LLC, HAS NO ACTIVE MANAGEMENT, FATHER CONTROLS ALL BUSINESS DECISIONS AND HAS ALL CUSTODY. ALL PARTICIPANTS ARE DIRECT FAMILY. - 0 Hrs/Mth - 0 Hrs During Trading -1% TIME SPENT (2) 12/02/2010: NO BUSINESS NAME - DBA for LPL Business (entity for LPL business)- Natchez Wealth Management - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading (3) 09/02/2014: Integrated Financial Group - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date :08/29/2014 - This is DBA only - 160 Hrs/Mth - 40 Hrs During Trading (4) 09/15/2014:IFG Advisory, LLC - Registered Investment Advisor Hybrid - HYBRID - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Start Date :08/29/2014 - 807 Main St. Natchez, MS 39120 - We will provide advice for a flat fee as a percentage of assets, all IARS are securities registered - 160 HR/MO, 40 DURING SECS TRDG HRS (5) 09/15/2014: IFG ADVISORY, LLC - Registered Investment Advisor Hybrid - Hybrid - Natchez Wealth Management - INV REL - START 08/29/2014 - 807 Main St. Natchez, MS 39120 - We do not charge an hourly fee but rather a percentage of assets. All IARS are securities licensed. The RIA is also the DBA for our LPL business and all ADVs have been submitted to LPL. - 160 HR/MO, 40 DURING SECS TRDG HRS - Providing fee based advice to clients (6) 6/30/2021 - Mark Wall & Assoc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 07/01/2021 - 3 Hours Per Month/0 Hours During Securities Trading. (7) 08/09/2022- PNP Natchez, LLC- Not Investment Related- At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only- Start Date- 01/01/2022- 1 Hours Per Month/ 0 Hours During Securities Trading (8) 09/16/2022 - PNP Natchez II - Investment Related - At Reported Business Location(s) - Real Estate Rental - Owner - Start Date - 01/01/2022 - 1 Hours Per Month/0 Hours During Securities Trading. 9) 08/08/2025 - NWM Capital Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:08/18/2025 - 40 Hrs/Mth - 40 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2009-10-26

Other Names

• William Key Smith