Gary
Alpert

Ifg Advisory, LLC

CRD#3181282
Investment Advisor
in Atlanta, GA

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About this Advisor

Gary Alpert is a financial advisor based in Atlanta, Georgia, working with Ifg Advisory, LLC. Gary has previously held positions at Ifg Advisory, LLC, Peachtree Capital Corporation, and Lpl Financial, LLC. Gary has passed the Series 63 regulatory exam and is registered to provide services in Georgia, Louisiana, and Texas. Currently, Gary 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

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

200 Ashford Center North Suite 400
Atlanta, GA 30338

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Ifg Advisory, LLC Brokerage Details

Total Assets Under Management

$3,252,393,060

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

161

GA Average: 58
Total Number of Accounts

12,190

GA Average: 1,608
Average Account Size

$266,808

GA 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

Gary Alpert Work History

2014 - Present (11 years)

Ifg Advisory, LLC

2014 - Present (11 years)

Lpl Financial, LLC

1998 - 2014 (16 years)

Peachtree Capital Corporation

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Gary Alpert 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

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