Edward
Watkins
Ifg Advisory, LLC
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About this Advisor
Edward Watkins is a chartered financial consultant who works in Atlanta, Georgia who has 1 year of relevant experience. Watkins is an employee of Ifg Advisory, LLC. Over the course of their career, Watkins has held roles at Edward Watkins & Associates, Inc, Delta Financial Inc, Minnesota Life, Woodbury Financial Services, Securities America Inc, Securities America Advisors, Lpl Financial LLC and Ifg Advisory, LLC. Watkins has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Ifg Advisory, LLC is a company that has its headquarters in Atlanta, GA. The investment advisory business has offices in 42 locations and a total of 150 advisors. It oversees $3 billion in assets across its 10,751 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 23 charities and foundations. Of its 10,751 client accounts, 36% belong to high-net-worth individuals who have more than $1 million in investable assets. The business has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically depend on which services are provided. Fees charged by Ifg Advisory, LLC most likely consist of some 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
Edward Watkins Work History
Edward has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Ifg Advisory, LLC
Securities America Inc
Securities America Advisors
Woodbury Financial Services
Delta Financial Inc
Minnesota Life
Edward Watkins & Associates, Inc
*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 Edward Watkins 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
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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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