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Noah Richard Shorr

Ifg Advisory, LLC

Atlanta, GA

Gainesville, GA

CRD 7580417

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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

AuthorityCategoryStatusDate
GA RA APPROVED 2023-01-10
  • GA RA
    APPROVED
    Since 2023-01-10

Branch Locations

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

605 Green Street, Gainesville, GA 30501 • 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
OrganizationCityStateFromTo
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
  • 08/2015 → 05/2019
    Veritas Classical Schools (High School)
    Sugarloaf, GA
  • 08/2019 → 05/2022
    University Of North Georgia
    Gainesville, GA
  • 01/2015 → 04/2022
    Creation Lawn Care Llc
    Buford, GA
  • 06/2022 → Present
    Strong Gaddy Lee Wealth Management
    Gainesville, GA
  • 06/2022 → Present
    Lpl Financial, Llc
    Gainesville, GA
  • 06/2022 → Present
    Atlanta, GA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-30
  • S66 Uniform Combined State Law Examination
    2022-11-30

View on SEC IAPD

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