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Edward Marvin Watkins

Ifg Advisory, LLC

Atlanta, GA

Raleigh, NC

CRD 1131686

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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
NC RA APPROVED 2022-03-03
  • NC RA
    APPROVED
    Since 2022-03-03

Branch Locations

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

4325 Lake Boone Trail Suite 205, Raleigh, NC 27607 • 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
Delta Financial Inc Pinehurst NC 11/1985 02/2022
Minnesota Life St. Paul MN 11/1985 02/2022
Edward Watkins & Associates, Inc Raleigh NC 01/1984 02/2022
Securities America Inc. Raleigh NC 07/2016 01/2022
Securities America Advisors Raleigh NC 07/2016 03/2022
Lpl Financial Llc Raleigh NC 03/2022 Present
Ifg Advisory, Llc Atlanta GA 03/2022 Present
  • 11/1985 → 02/2022
    Delta Financial Inc
    Pinehurst, NC
  • 11/1985 → 02/2022
    Minnesota Life
    St. Paul, MN
  • 01/1984 → 02/2022
    Edward Watkins & Associates, Inc
    Raleigh, NC
  • 07/2016 → 01/2022
    Securities America Inc.
    Raleigh, NC
  • 07/2016 → 03/2022
    Securities America Advisors
    Raleigh, NC
  • 03/2022 → Present
    Lpl Financial Llc
    Raleigh, NC
  • 03/2022 → Present
    Atlanta, GA
Previous Registrations
  • 2016-08-01 → 2022-03-01
    Securities America Advisors, Inc.
    Raleigh, NC
    Raleigh, NC
  • 2005-06-03 → 2016-08-09
    Woodbury Financial Services, Inc.
    Raleigh, NC
    Raleigh, NC
    Raleigh, NC
  • 2001-12-31 → 2005-05-26
    Securian Financial Services, Inc.
    Raleigh, NC
Other Businesses

1)02/18/2022 - Franklin Watkins Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 03/18/2022 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 03/01/2022 - 30 Hours Per Month/ 5 Hours During Securities Trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 03/2022. I expect to spend approximately 30 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) 12/08/2023 - Edward Watkins & Associates, Inc. - Inv Related - At Reported Business Location(s) - Insurance Agency - Started: 1/1/1995 - 2 Hrs/Mo; 1 Hr During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-28
S63 Uniform Securities Agent State Law Examination 1983-07-25
  • S65 Uniform Investment Adviser Law Examination
    1999-04-28
  • S63 Uniform Securities Agent State Law Examination
    1983-07-25
Designations
  • Chartered Financial Consultant
Other Names
  • Eddie Watkins

View on SEC IAPD

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