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Daniel Keeney

IFG Advisory, LLC

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About Daniel Keeney

Daniel Keeney is a financial advisor registered with the state of Georgia. Daniel is associated with IFG Advisory, LLC. Daniel has been in the financial industry since 2020. Daniel has the Series 63, 66, 7TO, and SIE securities licenses. Daniel has been registered with the state of Georgia as an Investment Advisor Representative since May 2023. Daniel is currently licensed to offer securities in Alabama, Arizona, Florida, Georgia, Kentucky, North Carolina, Tennessee, Texas, and Virginia.

Firm Information

Daniel Keeney 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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Daniel Keeney’s Registration & Firm History

GA

05/30/2023 - Present

IFG Advisory, LLC (ATLANTA GA)

GA

03/17/2020 - 04/12/2023

INVESCO DISTRIBUTORS, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 05/10/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/15/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/17/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/27/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Keeney.
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