Creston John Maxey

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

• 09/2016 → 10/2025
  Lloyd Advisory Services, Llc
  Suwanee, GA
• 08/2015 → 10/2025
  The Lloyd Group, Inc.
  Suwanee, GA
• 10/2025 → Present
  Highland Trust Partners
  Athens, GA
• 10/2025 → Present
  Ifg Advisory, Llc
  Athens, GA
• 01/2026 → Present
  Lpl Financial Llc
  Athens, GA

Previous Registrations

• 2016-12-21 → 2025-10-10
  The Lloyd Advisory Group
  Suwanee, GA

Other Businesses

1) 12/19/2025 - Highland Trust Partners, LLC / DBA LPL Business (entity for LPL business) Inv Related / At reported business location (s) 161 Total Hours per month - 160 Total Hours per month during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-08

Designations

• Certified Financial Planner