Katherine HealyCRD Number: 6110783
Current Firm: Ifg Advisory, LLC
Katherine Healy (CRD# 6110783) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 9 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|Ifg Advisory, LLC||Atlanta, GA||Dec 2013 - Current||8|
|Lpl Financial LLC||Atlanta, GA||Sep 2012 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
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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