Kyle
Bochat
Ifg Advisory, LLC
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About this Advisor
Kyle Bochat is a financial advisor based out of Gainesville, Georgia, who has 6 years of industry experience. Bochat is an employee of Ifg Advisory, LLC. Over the course of their career, they have held roles at Edward Jones, United Hospice, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Lpl Financial, LLC, Ifg Advisory, LLC and Strong Gaddy Lee Wealth Management Group, LLC. Bochat holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Georgia, Louisiana and Texas. Ifg Advisory, LLC is a financial advisory firm based out of Atlanta, GA. The firm has offices in 42 locations and a total of 150 people on staff. It administers $3 billion in total assets among its 10,751 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 23 charities and foundations. Of its 10,751 client accounts, 36% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm performs 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. A financial advisor's fees vary depending on which service is provided. Fee types charged by Ifg Advisory, LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ifg Advisory, LLC Brokerage Details
$2,532,642,170
150
10,751
$235,573
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kyle Bochat Work History
Kyle has been registered as a financial advisor for 6 years.*
Lpl Financial, LLC
Ifg Advisory, LLC
Strong Gaddy Lee Wealth Management Group, LLC
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLC
Edward Jones
United Hospice
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kyle Bochat 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
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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