John
Healy

Ifg Advisory, LLC

CRD#2411627
Investment Advisor
in Atlanta, GA
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About this Advisor

John Healy is an advisor who lives in Atlanta, Georgia. Currently a registered advisor at Ifg Advisory, LLC, Healy has 11 years of professional experience in the financial advisory industry. Healy has Series 65 and Series 63 licenses, which designate them as both a securities agent and an investment advisor representative. Healy can work with investors based out of Georgia and Texas. Throughout their career, they have worked at Lpl Financial LLC, Patton Albertson & Miller, LLC and Ifg Advisory, LLC. Ifg Advisory, LLC is based out of Atlanta, Georgia, and has 30 offices across the nation. In total, Ifg Advisory, LLC manages $2 billion in assets throughout 9,783 client accounts and employs more than 139 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the country. The firm manages 7,335 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in 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 65, Series 63, Chartered Financial Analyst

Years of Experience

11 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

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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

John Healy Work History

John has 11 years of experience.

2014 - Present (5 years)

Lpl Financial LLC

2013 - Present (6 years)

Ifg Advisory, LLC

2007 - 2013 (6 years)

Patton Albertson & Miller, LLC

Disclosures

John Healy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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