Henry (Hank)
Cleare

Ifg Advisory, LLC

CRD#4348090
Investment Advisor
in Atlanta, GA
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About this Advisor

Henry (Hank) Cleare is a certified financial planner working in Atlanta, Georgia, who has been in the financial industry for 15 years. Cleare works at Ifg Advisory, LLC. Throughout their career, Cleare has worked at Securities America, Inc, Searcy, Weems-Scott, & Cleare, Financial Strategies Group, Inc, Securities America Advisors, Inc, Lpl Financial, LLC and Ifg Advisory, LLC. Cleare has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Florida, Texas and Georgia. Ifg Advisory, LLC is an advisory firm headquartered in Atlanta, Georgia. It has offices in 30 locations and a total of 139 advisors. It oversees $2 billion in total assets across its 9,783 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 10 charitable organizations. Of its 9,783 customer accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Ifg Advisory, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually depend on which services the firm provides the client. Fee types charged by Ifg Advisory, LLC most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 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

Yes

Office Location

200 Ashford Center North Suite 400
Atlanta, GA 30338

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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

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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

Henry (Hank) Cleare Work History

Henry (Hank) has 15 years of experience.

2017 - Present (2 years)

Ifg Advisory, LLC

2011 - Present (8 years)

Lpl Financial, LLC

2010 - Present (9 years)

Financial Strategies Group, Inc

2003 - 2011 (8 years)

Securities America, Inc

2003 - 2010 (7 years)

Searcy, Weems-Scott, & Cleare

2003 - 2011 (8 years)

Securities America Advisors, Inc

Disclosures

Henry (Hank) Cleare has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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