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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 |
|---|---|---|---|
| NC | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-25 |
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