Ifg Advisory, LLC
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About this Advisor
Gerald Craig is a certified financial planner and chartered financial consultant operating in Concord, North Carolina with 7 years of industry experience. Craig is on the advisory team at Ifg Advisory, LLC. During their career, Craig has held roles at Lpl Financial LLC, Ifg Advisory, LLC and Carolina Planning Consultants, Llp. Craig maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina. Ifg Advisory, LLC is an advisory firm that has its headquarters in Atlanta, GA. The firm has offices in 42 locations and a total of 150 employees. It handles $3 billion in total assets across its 10,751 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 23 charities and foundations. Of its 10,751 accounts, 36% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm provides 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. Fees charged by financial advisors usually depend on the type of financial services. Fee types charged by Ifg Advisory, LLC likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Ifg Advisory, LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gerald Craig Work History
Gerald has been registered as a financial advisor for 7 years.*
Ifg Advisory, LLC
Lpl Financial LLC
Carolina Planning Consultants, Llp
*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.
Please visit the SEC profile of Gerald Craig 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
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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.