Tobin
Anderson

Ifg Advisory, LLC

CRD#2983997
Investment Advisor
in Atlanta, GA

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About this Advisor

Tobin Anderson is a financial advisor based in Atlanta, Georgia with a total of 2 years of industry experience. Anderson is an employee of Ifg Advisory, LLC. During their career, Anderson has held roles at Pacific Select Distributors Inc, Ing Investments Distributor, Ing Investment Management, Pacific Life Insurance Co, Ifg Advisory, LLC, Edward Jones, Lpl Financial LLC and Arista Advisory Group, LLC. Anderson has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia. Ifg Advisory, LLC is a company that has its headquarters in Atlanta, GA. The company has offices in 42 locations and a total of 150 advisors. It controls $3 billion in assets among its 10,751 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 23 charities and foundations. Of its 10,751 accounts, 36% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm offers 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. Financial advisory fee schedules typically depend on which services the firm provides the client. However, fee types charged by Ifg Advisory, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

2 years

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

$2,532,642,170

GA Average: $3,570,121,308
Total Number of Employees

150

GA Average: 58
Total Number of Accounts

10,751

GA Average: 1,608
Average Account Size

$235,573

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

Tobin Anderson Work History

Tobin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ifg Advisory, LLC

2019 - Present (5 years)

Lpl Financial LLC

2019 - 2021 (2 years)

Arista Advisory Group, LLC

2018 - 2019 (1 year)

Edward Jones

2014 - 2018 (4 years)

Pacific Select Distributors Inc

2014 - 2018 (4 years)

Pacific Life Insurance Co

2011 - 2014 (3 years)

Ing Investments Distributor

2011 - 2014 (3 years)

Ing Investment Management

*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 Tobin Anderson 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

Darrin Bearden
Atlanta, GA
David Jones
Atlanta, GA
Richard Carver
Atlanta, GA
John Bridgers
Atlanta, GA
Kirk Schlenke
Atlanta, GA
Rebekah Clough
Atlanta, GA
Sabrina Gott Proano
Buford, GA
John Franklin
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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