Brian
Moody

Ifg Advisory, LLC

CRD#7370379
Investment Advisor
in Huntsville, AL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brian Moody is a financial advisor based in Huntsville, Alabama, working with Ifg Advisory, LLC. Brian has previously held positions at Lpl Financial, LLC, The Cutter Group, LLC, The University Of Alabama In Huntsville, Par Pharmaceuticals, Oak Tree Financial Services, LLC, and Ifg Advisory, LLC. Brian has passed the Series 66 regulatory exam and is registered to provide services in Alabama. Currently, Brian is part of Ifg Advisory, LLC, which operates out of Huntsville, Alabama. The firm has 64 offices and 161 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Ifg Advisory, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

120 Homes Avenue Northeast Suite 305
Huntsville, AL 35801

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Ifg Advisory, LLC Brokerage Details

Total Assets Under Management

$3,252,393,060

AL Average: $3,570,121,308
Total Number of Employees

161

AL Average: 58
Total Number of Accounts

12,190

AL Average: 1,608
Average Account Size

$266,808

AL Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brian Moody Work History

2023 - Present (2 years)

Ifg Advisory, LLC

2021 - Present (4 years)

Lpl Financial, LLC

2021 - Present (4 years)

Oak Tree Financial Services, LLC

2021 - 2021 (< 1 year)

Oak Tree Financial Services, LLC

2017 - 2021 (4 years)

The Cutter Group, LLC

2014 - 2016 (2 years)

The University Of Alabama In Huntsville

2014 - 2017 (3 years)

Par Pharmaceuticals

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brian Moody to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ifg Advisory, LLC

Crystal Epstein
Atlanta, GA
Kirk Schlenke
Atlanta, GA
Brian Moody
Huntsville, AL
Sabrina Gott Proano
Atlanta, GA
Robert Martin
Saint Simons Island, GA
Rebekah Clough
Atlanta, GA
Noah Shorr
Atlanta, GA
Andrews Browne
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started