Ifg Advisory, LLC

Investment Advisor
in Concord, NC

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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

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

323 Coddle Market Drive, Nw Suite 130
Concord, NC 28027

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Ifg Advisory, LLC Brokerage Details

Total Assets Under Management


NC Average: $3,570,121,308
Total Number of Employees


NC Average: 58
Total Number of Accounts


NC Average: 1,608
Average Account Size


NC Average: $2,220,225

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.*

2020 - Present (3 years)

Lpl Financial, LLC

2020 - Present (3 years)

Ifg Advisory, LLC

2017 - 2020 (3 years)

Mdt Advisers, A Division Of Federated Mdta LLC

2017 - 2020 (3 years)

Federated Global Investment Management Corp

2017 - 2020 (3 years)

Federated Investment Counseling

2016 - 2020 (4 years)

Federated Securities Corp

2016 - 2020 (4 years)

Federated Hermes, Inc

2016 - 2016 (< 1 year)

Bny Mellon

2015 - 2015 (< 1 year)

Robert Morris University

2015 - 2016 (1 year)

Robert Morris University

2014 - 2014 (< 1 year)

L. J. Aviation

2014 - 2015 (1 year)

Robert Morris University

2013 - 2013 (< 1 year)

Ligonier Ymca

2013 - 2013 (< 1 year)

California University Of Pennsylvania

2013 - 2014 (1 year)

Robert Morris University

2012 - 2016 (4 years)

Robert Morris University

2012 - 2013 (1 year)

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.


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

Richard Carver
Atlanta, GA
Darrin Bearden
Atlanta, GA
David Jones
Atlanta, GA
John Bridgers
Atlanta, GA
Sabrina Gott Proano
Buford, GA
Trenton Adams
Atlanta, GA
Paul Loyacono
Ridgeland, MS
Noah Shorr
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

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