Trenton
Adams

Ifg Advisory, LLC

CRD#4829259
Investment Advisor
in Atlanta, GA
Are you Trenton Adams? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Trenton Adams is a certified financial planner based out of Atlanta, Georgia, who has been in the industry for 14 years. Adams is on the advisory team at Ifg Advisory, LLC. During their career, the advisor has held roles at Axa Advisors, LLC, American United Life, Oneamerica Securities, Lpl Financial, LLC and Ifg Advisory, LLC. Adams has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia. Ifg Advisory, LLC is a financial advisory firm that has its headquarters in Atlanta, Georgia. It has offices in 30 locations and a total of 139 people on staff. It controls $2 billion in total assets across its 9,783 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 10 charities and foundations. Of its 9,783 customer accounts, just 7% are associated with high-net-worth clients who have greater than $1 million in investable assets. Ifg Advisory, LLC has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules depend on which service is offered. However, fees charged by Ifg Advisory, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Trenton Adams Work History

Trenton has 14 years of experience.

2015 - Present (4 years)

Lpl Financial, LLC

2015 - Present (4 years)

Ifg Advisory, LLC

2012 - 2015 (3 years)

American United Life

2012 - 2015 (3 years)

Oneamerica Securities

2004 - 2012 (8 years)

Axa Advisors, LLC

Disclosures

Trenton Adams has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started