John HealyCRD Number: 2411627
Current Firm: Ifg Advisory, LLC
John Healy (CRD# 2411627) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 28 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|Lpl Financial LLC||Atlanta, GA||May 2014 - Current||8|
|Ifg Advisory, LLC||Atlanta, GA||Dec 2013 - Current||8|
|Patton Albertson & Miller, LLC||Alpharetta, GA||Dec 2007 - Dec 2013||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 1993|
|S63||Uniform Securities State Law Examination||Jun 2014|
Total Assets Under Management2,692MILLIONS
Total Number of Accounts9,357ACCOUNTS
Average Account Value$287,674
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AL, AR, AZ, CA, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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