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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-01-10 |
Branch Locations
200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States
605 Green Street, Gainesville, GA 30501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veritas Classical Schools (High School) | Sugarloaf | GA | 08/2015 | 05/2019 |
| University Of North Georgia | Gainesville | GA | 08/2019 | 05/2022 |
| Creation Lawn Care Llc | Buford | GA | 01/2015 | 04/2022 |
| Strong Gaddy Lee Wealth Management | Gainesville | GA | 06/2022 | Present |
| Lpl Financial, Llc | Gainesville | GA | 06/2022 | Present |
| Ifg Advisory, Llc | Atlanta | GA | 06/2022 | Present |
1) 9/2022 - DBA for LPL Business (entity for LPL business) - Strong, Gaddy, Lee Wealth Management Group - Investment Related - Gainesville, GA 30501 2) 9/2022 - DBA for LPL Business (entity for LPL business) - Integrated Financial Group - Investment Related - Gainesville, GA 30501 3) 12/23/2022 - IFG Advisory, LLC - DBA: Strong, Gaddy, Lee Wealth Management Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date - 06/15/2022 - 172 Hours Per Month/172 Hours During Securities Trading - I provide administrative support to IFG Advisory LLC, an independent investment advisor firm. I started this business activity in 06/2022. I expect to spend approximately 172 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. 4) 2/8/2023 - SGL Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/26/2023 - 200 Hours Per Month/200 Hours During Securities Trading 5) 6/2023 - Insurance Agent for Accident & Sickness/Variable - Investment Related - at reported business location(s) - Start Date 6/2023 - 6 hours per month during Trading - Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-30 |
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