Gregory
Bennett

Ifg Advisory, LLC

CRD#2713886
Investment Advisor
in Atlanta, GA

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About this Advisor

Gregory Bennett is a financial advisor based in Atlanta, Georgia, working with Ifg Advisory, LLC. Gregory has previously held positions at Lpl Financial, LLC, Private Portfolio Partners, LLC, Merit Financial Group, LLC, and Ifg Advisory, LLC, D/B/A Bluhawk Wealth Management, LLC. Gregory has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Louisiana and North Carolina. Currently, Gregory 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, Series 66

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

Gregory Bennett Work History

2023 - Present (1 year)

Ifg Advisory, LLC, D/B/A Bluhawk Wealth Management, LLC

2013 - Present (11 years)

Lpl Financial, LLC

2017 - 2023 (6 years)

Merit Financial Group, LLC

2013 - 2017 (4 years)

Private Portfolio Partners, LLC

Disclosures

Please visit the SEC profile of Gregory Bennett 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
Kirk Schlenke
Atlanta, GA
Brian Moody
Huntsville, AL
Crystal Epstein
Atlanta, GA
Rebekah Clough
Atlanta, GA
Robert Martin
Saint Simons Island, GA
Sabrina Gott Proano
Atlanta, GA
Gregory Bennett
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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