Amanda Smith, financial advisor Atlanta GA
66 score

Amanda Smith

CRD Number: 5929806
Current Firm: Ifg Advisory, LLC

Amanda Smith (CRD# 5929806) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ifg Advisory, LLC Carrollton, GA Dec 2013 - Current 3
Lpl Financial, LLC Carrolton, GA Sep 2011 - Current 5
Accounting And Tax Services Carrollton, GA Mar 1998 - Current 18
Milestone Investment Management, LLC Carollton, GA Sep 2011 - Feb 2014 2
Independent Financial Partners Carrollton, GA Sep 2011 - Dec 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S66 NASAA Uniform Combined State Law Examination Jan 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Amanda G. Smith
Phone Number: 770-353-6317
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    718
    MILLIONS
  • Total Number of Accounts
    3,848
    ACCOUNTS
  • Average Account Value
    $186,507
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CA, CT, FL, GA, IL, LA, MD, MI, MS, NC, NE, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI

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BADGES
66

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