Kristen
Thomas
Ifg Advisory, LLC
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About this Advisor
Kristen Thomas is a financial advisor who works in Concord, North Carolina with 2 years of relevant experience. Thomas is on the advisory team at Ifg Advisory, LLC. The advisor has gained experience at Federated Securities Corp, Federated Hermes, Inc, Ligonier Ymca, California University Of Pennsylvania, L. J. Aviation, Robert Morris University, Bny Mellon, Mdt Advisers, A Division Of Federated Mdta LLC, Federated Global Investment Management Corp, Federated Investment Counseling, Lpl Financial, LLC and Ifg Advisory, LLC. Thomas has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Ifg Advisory, LLC is a financial advisory business that has its headquarters in Atlanta, GA. It has offices in 42 locations and a total of 150 people on staff. It controls $3 billion in assets between its 10,751 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 23 charitable organizations. Of its 10,751 accounts, 36% belong to high-net-worth investors who have greater than $1 million in investable assets. Ifg Advisory, LLC has a number of services, including 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 service is offered. Fee types charged by Ifg Advisory, LLC can include 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
Kristen Thomas Work History
Kristen has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Ifg Advisory, LLC
Mdt Advisers, A Division Of Federated Mdta LLC
Federated Global Investment Management Corp
Federated Investment Counseling
Federated Securities Corp
Federated Hermes, Inc
Bny Mellon
Robert Morris University
Robert Morris University
L. J. Aviation
Robert Morris University
Ligonier Ymca
California University Of Pennsylvania
Robert Morris University
Robert Morris University
Robert Morris University
*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 Kristen Thomas 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
Buford, GA
Atlanta, GA
Ridgeland, MS
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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