Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Epstein is a financial advisor with over 15 years of experience in the financial services industry. She is currently a registered representative and investment advisor representative with IFG Advisory, LLC. Crystal is registered in all 50 states for both broker-dealer and investment advisor activities. Prior to joining IFG Advisory, LLC, Crystal was affiliated with LPL FINANCIAL LLC and Mutual Service Corporation. Crystal is dedicated to providing personalized financial advice to individuals, families, and businesses. She specializes in financial planning, retirement planning, college savings, and estate planning. Crystal holds Series 6, 7, 24, 63, and 66 licenses. Crystal is committed to helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
GA
05/04/2016 - Present
IFG Advisory, LLC (ATLANTA GA)
VA
09/08/2009 - 07/09/2012
LPL FINANCIAL LLC (RICHMOND VA)
VA
01/15/2009 - 09/08/2009
MUTUAL SERVICE CORPORATION (RICHMOND VA)
NY
01/26/2005 - 07/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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