Kyle
Grandstaff

Ifg Advisory, LLC

CRD#6828864
Investment Advisor
in Atlanta, GA

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About this Advisor

Kyle Grandstaff is a financial advisor based in Atlanta, Georgia, working with Ifg Advisory, LLC. Kyle has previously held positions at Epsilon, Vanderbilt - Owen Graduate School Of Management, Suntrust Robinson Humphrey, Vanderbilt - Owen Graduate School Of Management, Truist Securities, Inc, Truist Advisory Services, Inc, Lpl Financial, and Ifg Advisory, LLC D/B/A Healy Wealth Management. Kyle has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Kyle 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 65

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

Kyle Grandstaff Work History

2023 - Present (1 year)

Lpl Financial

2023 - Present (1 year)

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

2022 - 2023 (1 year)

Truist Advisory Services, Inc

2020 - 2022 (2 years)

Truist Securities, Inc

2017 - 2020 (3 years)

Suntrust Robinson Humphrey

2016 - 2016 (< 1 year)

Suntrust Robinson Humphrey

2016 - 2017 (1 year)

Vanderbilt - Owen Graduate School Of Mangement

2015 - 2016 (1 year)

Vanderbilt - Owen Graduate School Of Management

2013 - 2015 (2 years)

Epsilon

Disclosures

Please visit the SEC profile of Kyle Grandstaff 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

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