Gary
Alpert

Ifg Advisory, LLC

CRD#3181282
Investment Advisor
in Atlanta, GA
Are you Gary Alpert? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Gary Alpert is a certified financial planner based in Atlanta, Georgia. Currently a registered financial advisor at Ifg Advisory, LLC, Alpert has 20 years of work experience as a financial advisor. Alpert maintains a Series 63 license, certifying the advisor as a securities representative. Alpert can work with customers based out of Georgia and Texas. Throughout their career, they have worked at Ifg Advisory, LLC, Peachtree Capital Corporation and Lpl Financial, LLC. Ifg Advisory, LLC is based out of Atlanta, Georgia, and has 30 additional offices throughout the United States. Overall, Ifg Advisory, LLC oversees $2 billion in assets throughout 9,783 client accounts and retains more than 139 people. The amount of assets the firm manages places it among the largest firms in the United States. The firm manages 7,335 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Ifg Advisory, LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

20 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

200 Ashford Center North Suite 400
Atlanta, GA 30338

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ifg Advisory, LLC Brokerage Details

Total Assets Under Management

$1,439,108,463

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

125

GA Average: 58
Total Number of Accounts

7,257

GA Average: 1,608
Average Account Size

$198,306

GA Average: $2,220,225

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Gary Alpert Work History

Gary has 20 years of experience.

2014 - Present (5 years)

Ifg Advisory, LLC

2014 - Present (5 years)

Lpl Financial, LLC

1998 - 2014 (16 years)

Peachtree Capital Corporation

Disclosures

Gary Alpert has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started