Tripp
Mullen

Ifg Advisory, LLC

CRD#2957230
Investment Advisor
in Atlanta, GA
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About this Advisor

Tripp Mullen is a certified financial planner operating in Atlanta, Georgia, who has been in the advisory business for 12 years. Mullen currently works for Ifg Advisory, LLC. During their career, the advisor has held roles at Wachovia Securities, LLC, Suntrust Investment Services, Inc, Suntrust Bank, Ifg Advisory, LLC, Suntrust Advisory Services and Lpl Financial, LLC. Mullen holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia and Texas. Ifg Advisory, LLC is a financial advisory firm based out of Atlanta, Georgia. The firm has offices in 30 locations and a total of 139 people on staff. It administers $2 billion in assets between its 9,783 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 10 charities and foundations. Of its 9,783 accounts, just 7% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business has a number of services, such as 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 typically vary depending on which service is offered. However, fees charged by Ifg Advisory, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 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

Tripp Mullen Work History

Tripp has 12 years of experience.

2017 - Present (2 years)

Ifg Advisory, LLC

2017 - Present (2 years)

Lpl Financial, LLC

2016 - 2017 (1 years)

Suntrust Advisory Services

2010 - 2017 (7 years)

Suntrust Investment Services, Inc

2010 - 2011 (1 years)

Suntrust Bank

2006 - 2010 (4 years)

Wachovia Securities, LLC

Disclosures

Tripp Mullen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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