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Dana Alan Binsbachar

IFG Advisory, LLC

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About Dana Alan Binsbachar

Dana Binsbachar is a financial advisor who has been in the industry since 1998. Dana is registered with the Securities and Exchange Commission and the state of Florida. Dana is currently affiliated with IFG Advisory, LLC. Dana has a broad range of experience in the financial services industry.

Firm Information

Dana Binsbachar is currently registered with IFG Advisory, LLC. IFG Advisory, LLC is an investment advisory firm headquartered in Atlanta, Georgia with 87 investment advisor representatives, 75 investment advisory functions, and 79 registered representatives. They manage approximately $3.25 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Their advisory services include financial planning, pension consulting, educational seminars, and selection of other advisors. They also offer portfolio management services for individuals and participate in wrap fee programs.
IFG Advisory, LLC

200 ASHFORD CENTER NORTH

ATLANTA, GA 30338

$3.25B

Assets Under Management

117

Total Clients

83

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dana Binsbachar’s Registration & Firm History

FL

06/04/2019 - Present

IFG Advisory, LLC (Port St Lucie FL)

FL

01/15/2016 - 02/14/2018

INVEST FINANCIAL CORPORATION (PORT SAINT LUCIE FL)

FL

12/02/2005 - 01/22/2016

NFP ADVISOR SERVICES, LLC (PORT ST. LUCIE FL)

OH

01/16/2001 - 12/02/2005

VALMARK SECURITIES, INC. (AKRON OH)

MA

10/20/1998 - 01/31/2001

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 02/03/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/02/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/08/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dana Alan Binsbachar.
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