Suzette
Bates

Ifg Advisory, LLC

CRD#4904954
Investment Advisor
in Atlanta, GA

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About this Advisor

Suzette Bates is a financial advisor based in Atlanta, Georgia, working with Ifg Advisory, LLC. Suzette has previously held positions at John Hensen, Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services, LLC, National Planning Corporation, Financial Concepts, Lpl Financial, LLC, Householder Group Estate & Retirement Specialists, and Ifg Advisory, LLC D/B/A Nickels Wealth Management. Suzette has passed the Series 66 regulatory exam and is registered to provide services in Mississippi. Currently, Suzette 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 66

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

Suzette Bates Work History

2024 - Present (0 year)

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

2017 - Present (7 years)

Lpl Financial, LLC

2017 - Present (7 years)

Householder Group Estate & Retirement Specialists

2015 - 2016 (1 year)

National Planning Corporation

2015 - 2016 (1 year)

Financial Concepts

2012 - 2015 (3 years)

John Hensen

2012 - 2014 (2 years)

Northwestern Mutual Wealth Management Company

2012 - 2014 (2 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Please visit the SEC profile of Suzette Bates 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

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