Austin
Lytle

Ifg Advisory, LLC

CRD#6657714
Investment Advisor
in Mooresville, NC

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About this Advisor

Austin Lytle is a financial advisor based in Mooresville, North Carolina, working with Ifg Advisory, LLC. Austin has previously held positions at Pfs Investments Inc, Primerica Financial Services, Kirkwood Community College, Fastenal, Tomaso'S, Kennedy High School, Aegon Asset Management, The University Of Iowa, Ufg Insurance, Bluhawk Wealth Management, Lpl Financial LLC, and Ifg Advisory, LLC, D/B/A Bluhawk Wealth Management. Austin has passed the Series 66 regulatory exam and is registered to provide services in Louisiana and North Carolina. Currently, Austin is part of Ifg Advisory, LLC, which operates out of Mooresville, North Carolina. 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

150 Fairview Road Suite 105
Mooresville, NC 28117

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Ifg Advisory, LLC Brokerage Details

Total Assets Under Management

$3,252,393,060

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

161

NC Average: 58
Total Number of Accounts

12,190

NC Average: 1,608
Average Account Size

$266,808

NC 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

Austin Lytle Work History

2023 - Present (1 year)

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

2022 - Present (2 years)

Bluhawk Wealth Management

2022 - Present (2 years)

Lpl Financial LLC

2020 - 2022 (2 years)

Ufg Insurance

2018 - 2019 (1 year)

Aegon Asset Management

2017 - 2019 (2 years)

The University Of Iowa

2016 - 2017 (1 year)

Pfs Investments Inc

2016 - 2017 (1 year)

Primerica Financial Services

2016 - 2016 (< 1 year)

Fastenal

2015 - 2017 (2 years)

Kirkwood Community College

2012 - 2017 (5 years)

Tomaso'S

2010 - 2015 (5 years)

Kennedy High School

Disclosures

Please visit the SEC profile of Austin Lytle 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

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