David
Gordon
Ifg Advisory, LLC
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About this Advisor
David Gordon is a financial advisor working in Concord, North Carolina with 7 years of relevant experience. Gordon works at Ifg Advisory, LLC. Their career trajectory has included roles at Ifg Advisory, LLC and Lpl Financial LLC. Gordon has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina. Ifg Advisory, LLC is a registered investment business based out of Atlanta, GA. It has offices in 42 locations and a total of 150 employees. It manages $3 billion in assets under management across its 10,751 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 23 charitable organizations. Of its 10,751 client accounts, 36% are associated with high-net-worth clients who have more than $1 million in assets. The company 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 fee schedules largely vary depending on which services are provided. Fee types charged by Ifg Advisory, LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ifg Advisory, LLC Brokerage Details
$2,532,642,170
150
10,751
$235,573
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David Gordon Work History
David has been registered as a financial advisor for 7 years.*
Ifg Advisory, LLC
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 David Gordon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Ridgeland, MS
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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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