William
Smith

Ifg Advisory, LLC

CRD#5717330
Investment Advisor
in Atlanta, GA

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About this Advisor

William Smith is a financial advisor who works in Atlanta, Georgia with a total of 9 years of relevant experience. Smith currently works for Ifg Advisory, LLC. Over the course of their career, they have held roles at Lpl Financial LLC and Ifg Advisory, LLC. Smith maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Louisiana, Mississippi and Texas. Ifg Advisory, LLC is a financial advisory business headquartered in Atlanta, GA. The investment advisory business has offices in 42 locations and a total of 150 advisors. It administers $3 billion in total assets between its 10,751 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 23 charitable organizations. Of its 10,751 customer accounts, 36% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm offers 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. Fees for financial advisory services vary depending on which services are provided. Fees charged by Ifg Advisory, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

9 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

William Smith Work History

William has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Ifg Advisory, LLC

2009 - Present (15 years)

Lpl Financial LLC

*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 William Smith 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

Richard Carver
Atlanta, GA
John Bridgers
Atlanta, GA
David Jones
Atlanta, GA
Darrin Bearden
Atlanta, GA
Kristen Thomas
Concord, NC
Kirk Schlenke
Atlanta, GA
Halie Gray
Mcdonough, GA
Noah Shorr
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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