Donald
Patrick
Ifg Advisory, LLC
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About this Advisor
Donald Patrick is a financial advisor based in Atlanta, Georgia, working with Ifg Advisory, LLC. Donald has previously held positions at Integrated Financial Group, Ifg Advisory, LLC, and Lpl Financial, LLC. Donald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Donald is part of Ifg Advisory, LLC, which operates out of Atlanta, Georgia. 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
Services Offered
Fee Structure
Office Location
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Ifg Advisory, LLC Brokerage Details
$3,252,393,060
161
12,190
$266,808
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Donald Patrick Work History
Ifg Advisory, LLC
Lpl Financial, LLC
Integrated Financial Group
Disclosures
Please visit the SEC profile of Donald Patrick 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
Atlanta, GA
Saint Simons Island, GA
Atlanta, GA
Atlanta, GA
Huntsville, AL
Atlanta, GA
Atlanta, GA
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.
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