Rebekah
Fero

Ifg Advisory, LLC

CRD#1878053
Investment Advisor
in Port Charlotte, FL

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About this Advisor

Rebekah Fero is a financial advisor based in Port Charlotte, Florida, working with Ifg Advisory, LLC. Rebekah has previously held positions at Fsc Securities Corporation, Wealth Management Of Sw Florida, Inc, Lpl Financial, LLC, and Ifg Advisory, LLC. Rebekah has passed the Series 63 regulatory exam and is registered to provide services in Florida and Texas. Currently, Rebekah is part of Ifg Advisory, LLC, which operates out of Port Charlotte, Florida. 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 63, CERTIFIED FINANCIAL PLANNER™

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

17843 Murdock Circle Unit 7B
Port Charlotte, FL 33948

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Ifg Advisory, LLC Brokerage Details

Total Assets Under Management

$3,252,393,060

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

161

FL Average: 58
Total Number of Accounts

12,190

FL Average: 1,608
Average Account Size

$266,808

FL 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

Rebekah Fero Work History

2016 - Present (8 years)

Lpl Financial, LLC

2016 - Present (8 years)

Ifg Advisory, LLC

2007 - 2015 (8 years)

Wealth Management Of Sw Florida, Inc

1999 - 2016 (17 years)

Fsc Securities Corporation

Disclosures

Please visit the SEC profile of Rebekah Fero 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

Noah Shorr
Atlanta, GA
Rebekah Clough
Atlanta, GA
Brian Moody
Huntsville, AL
Sabrina Gott Proano
Atlanta, GA
Crystal Epstein
Atlanta, GA
Kirk Schlenke
Atlanta, GA
Robert Martin
Saint Simons Island, GA
John Healy
Atlanta, GA

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.

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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.

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