Ifg Advisory, LLC

Investment Advisor
in Atlanta, GA
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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



Office Location

200 Ashford Center North Suite 400
Atlanta, GA 30338

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Ifg Advisory, LLC Brokerage Details

Total Assets Under Management


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


GA Average: 58
Total Number of Accounts


GA Average: 1,608
Average Account Size


GA Average: $2,220,225

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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


Gary Alpert has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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