Gary Samuel Alpert

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

Authority	Category	Status	Date
LA	RA	APPROVED	2020-06-30
TX	RA	APPROVED	2015-04-13
GA	RA	APPROVED	2014-12-03

LA RA
APPROVED

Since 2020-06-30
TX RA
APPROVED

Since 2015-04-13
GA RA
APPROVED

Since 2014-12-03

Branch Locations

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

Organization	City	State	From	To
Lpl Financial, Llc	Atlanta	GA	12/2014	Present
Ifg Advisory, Llc	Atlanta	GA	12/2014	Present

12/2014 → Present

Lpl Financial, Llc

Atlanta, GA
12/2014 → Present

Ifg Advisory, Llc

Atlanta, GA

Other Businesses

(1) 12/01/2014: Integrated Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - 200 Ashford Center North, Ste 400, Atlanta, GA30338 (2) 12/03/2014: IFG Advisory, LLC - Registered Investment Advisor Hybrid - DBA: (Hybrid) IFG Advisory, LLC - Investment Related - 200 Ashford Center North, Ste 400, Atlanta, GA30338 - 100% Time Spent - IAR (3) 10/07/2016: Gary Alpert & Associates - DBA for LPL Business (entity for LPL business) - Investment Related - 200 Ashford Center North Suite 400 Atlanta, GA 30338 - 1200 Hr/Mo; 1200 Hour(s) During Securities Trading - This DBA will cover my LPL financial securities business only. Nobody else has an interest in this entity. It is not a registered insurance agency and it is not an RIA. (4) 11/7/2018 - Peachtree Planning of Georgia - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/08/2018 - 1 Hour Per Month During Securities Trading. (5) 12/23/2019 - FINRA - Investment Related - Various locations TBD by FINRA - Other-FINRA Arbitrator - Started 11/14/2019 - 8 Hours Per Month During Securities Trading - Non-public arbitrator with FINRA. (6) 07/18/2022 - Gary Alpert Financial Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/11/2022 - 160 Hours Per Month/8 Hours During Securities Trading.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-03-24

S63 Uniform Securities Agent State Law Examination

1999-03-24

Designations

Certified Financial Planner

View on SEC IAPD