Advisors at this firm
Dana B
Series 66
Port St Lucie, FL
IFG Advisory, LLC
Dana Binsbachar is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has 27 years of industry experience, including prior roles at LPL Financial and INVEST Financial Corporation. Outside of his advisory work, he is the owner of SHTF Armory, LLC, a separate business unrelated to investment activities. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis, and manages assets through various strategies and third-party models.
Edward W
ChFC®, Series 63, Series 65
Raleigh, NC
IFG Advisory, LLC
Edward Watkins is a financial advisor with IFG Advisory, LLC in Raleigh, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including roles at LPL Financial, Securities America Advisors, Woodbury Financial Services, and Minnesota Life. Watkins also operates Edward Watkins & Associates, Inc., an insurance agency. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a comprehensive investment process that incorporates fundamental, technical, and cyclical analysis, utilizing a range of management strategies and third-party models to align client portfolios with their objectives.
Donald P
Series 63, Series 65
Tybee Island, GA
IFG Advisory, LLC
Donald Patrick is a financial advisor at IFG Advisory, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with IFG Advisory and Integrated Financial Group since 2003, as well as LPL Financial since 2013. Outside of advising, he is the author of the book "Keep Your Nest Egg from Cracking" and is a 50% owner of Flight Unlimited, LLC, which owns his and a partner’s airplane. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis, and offers portfolio management, financial planning, and retirement consulting services.
Howard K
Series 63, Series 65
Atlanta, GA
IFG Advisory, LLC
Howard Katz is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with IFG Advisory since 2014 and also maintains an affiliation with LPL Financial. Katz provides continuing education as an instructor for Certified Financial Planners, insurance agents, and CPAs, offering ethics and compliance courses. IFG Advisory serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, managing portfolios through various methods including in-house management and third-party managers, and offers specialized services such as real estate planning and business valuation.
Gerald C
CFP®, ChFC®, Series 63, Series 65
Concord, NC
IFG Advisory, LLC
Gerald Craig is a financial advisor with IFG Advisory, LLC, holding CFP® and ChFC® designations and over 30 years of industry experience. He has been with IFG Advisory since 2016 and also maintains a long-term association with LPL Financial and Carolina Planning Consultants, LLP. IFG Advisory serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis and offers comprehensive portfolio management, financial planning, and retirement plan consulting services.
Ryan H
Series 66
Atlanta, GA
IFG Advisory, LLC
Ryan Hood is a financial advisor with IFG Advisory, LLC, holding a Series 66 credential and 28 years of industry experience. He has worked at IFG Advisory and LPL Financial since 2015. Outside of his advisory role, he is involved in health insurance-related activities. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, employing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis while managing held-away assets to align with clients’ objectives.
Andrews B
Series 63, Series 65, Series 66
Charlotte, NC
IFG Advisory, LLC
Andrews Browne is a financial advisor at IFG Advisory, LLC with 11 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at IFG Advisory since 2022 and LPL Financial since 2017, with additional experience at Integrated Support Services. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and provides specialized services such as real estate-oriented planning and business valuation.
Joseph R
Series 63, Series 65
Columbus, MS
IFG Advisory, LLC
Joseph Reed is a financial advisor with IFG Advisory, LLC and holds Series 63 and Series 65 licenses. He has three years of industry experience and has previously worked at firms including LPL Financial and Lincoln Financial Securities. Outside of financial advising, he owns and operates Worn Tools Woodworking LLC, a woodworking business based in Amory, MS. IFG Advisory, LLC serves a diverse client base that includes individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis implemented through various management approaches.
Daniel K
Series 63, Series 66
Atlanta, GA
IFG Advisory, LLC
Daniel Keeney is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Invesco and LPL Financial. He provides administrative support to IFG Advisory, LLC in addition to his advisory responsibilities. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning, using a combination of fundamental, technical, and cyclical analysis, and manages held-away assets to align with clients’ overall objectives.
Jessica F
Series 66
Atlanta, GA
IFG Advisory, LLC
Jessica Farr is a financial advisor at IFG Advisory, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at CitiBank for nine years. Farr also provides administrative support to IFG Advisory, LLC. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, employing a combination of fundamental, technical, and cyclical analysis in its investment approach.
Jeffrey F
CFP®, Series 63
Port Charlotte, FL
IFG Advisory, LLC
Jeffrey Fero II is a CFP® professional with 10 years of experience at IFG Advisory, LLC and LPL Financial. He began his career after studying at FGCU and operates his advisory business through Fero Financial. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a multi-faceted investment process incorporating fundamental, technical, and cyclical analysis, and offers a range of portfolio management and financial planning services.
Troy D
CFA®, Series 66
Atlanta, GA
IFG Advisory, LLC
Troy Decastro is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with IFG Advisory, LLC, where he has worked since 2019, following a 21-year tenure at Crawford Investment Counsel, Inc. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm’s investment approach integrates fundamental, technical, and cyclical analysis and employs a range of management strategies, including in-house management and third-party managers.
Melissa E
Series 63, Series 65
Atlanta, GA
IFG Advisory, LLC
Melissa Ekeberg is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has previously worked at Lincoln Financial Advisors Corporation, LPL Financial, Invest Financial Corporation, and United Community Bank. Outside of her advisory role, she is involved with Appalachian Wealth Management. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, employing a multi-faceted investment approach that includes fundamental, technical, and cyclical analysis, and utilizes a variety of management strategies and third-party models.
Christopher J
Series 63, Series 65
Atlanta, GA
IFG Advisory, LLC
Christopher Jones is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with IFG Advisory and LPL Financial since 2015. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a comprehensive investment process combining fundamental, technical, and cyclical analysis, and offers portfolio management, financial planning, and retirement plan consulting services.
Morgan N
CFP®, Series 66
Columbus, MS
IFG Advisory, LLC
Morgan Nickels is a CFP® professional with 21 years of industry experience, currently affiliated with IFG Advisory, LLC. He has previously worked at Householder Group Estate & Retirement Specialists and LPL Financial, LLC. Nickels also operates L.H. Nickels & Associates and is involved in fixed insurance products as an agent. IFG Advisory, LLC serves a broad range of clients including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a combination of fundamental, technical, and cyclical analysis along with a variety of investment management strategies.