Brian Moody (CRD# 7370379) is an Investment Advisor Representative working at Ifg Advisory, LLC in Huntsville, AL and has over 2 years of experience in the finance industry.
CRD# 4169767
Lpl Financial LLC
CRD# 2106004
Raymond James Financial Services Advisors, Inc.
CRD# 6238002
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifg Advisory, LLC | Atlanta, GA | Dec 2023 - Current | < 1 |
| Oak Tree Financial Services, LLC | Huntsville, AL | Nov 2021 - Current | 2 |
| Lpl Financial, LLC | Huntsville, AL | Apr 2021 - Current | 3 |
| Oak Tree Financial Services, LLC | Huntsville, AL | May 2021 - Oct 2021 | < 1 |
| The Cutter Group, LLC | Huntsville, AL | Sep 2017 - May 2021 | 3 |
| Par Pharmaceuticals | Huntsville, AL | Jun 2014 - Sep 2017 | 3 |
| The University Of Alabama In Huntsville | Huntsville, AL | Sep 2014 - May 2016 | 1 |
| Birmingham-southern College | Birmingham, AL | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- AL
-
Total Assets Under Management3,252MILLIONS
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Total Number of Accounts12,190ACCOUNTS
-
Average Account Value$266,808
- 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
AK, AL, AR, AZ, CA, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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