Gerald
Craig
Ifg Advisory, LLC
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About this Advisor
Gerald Craig is a financial advisor based in Concord, North Carolina, working with Ifg Advisory, LLC. Gerald has previously held positions at Lpl Financial LLC, Ifg Advisory, LLC, and Carolina Planning Consultants, Llp. Gerald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Gerald is part of Ifg Advisory, LLC, which operates out of Concord, 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
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Office Location
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Ifg Advisory, LLC Brokerage Details
$3,252,393,060
161
12,190
$266,808
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
Ifg Advisory, LLC
Lpl Financial LLC
Carolina Planning Consultants, Llp
Disclosures
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
Atlanta, GA
Atlanta, GA
Saint Simons Island, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Huntsville, AL
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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