Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Warren Patrick is an investment advisor representative with IFG Advisory, LLC located in ATLANTA, GA. Donald Warren Patrick has been in the securities industry since August 1983 and has passed a total of 8 exams. Donald Warren Patrick holds the following licenses: Series 63, Series 65, Series 7, Series 24, Series 31, Series 51 and Series 6TO. Donald Warren Patrick is licensed to do business in 52 states including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Donald Warren Patrick has been registered with IFG Advisory, LLC since July 2013 and is also registered as an investment advisor representative with LPL Financial, LLC. Donald Warren Patrick's previous employers include Securities America, Inc., VeraVest Investments, Inc., Financial Assets Corporation, Private Ledger Financial Services, Incorporated and Heritage Securities Corporation. Donald Warren Patrick is a principal of Integrated Financial Group, LLC. Donald Warren Patrick's firm IFG Advisory, LLC has approximately $3,252,393,060 in regulatory assets under management. IFG Advisory, LLC is a registered investment advisor that provides advisory services including financial planning, pension consulting, selection of other advisers and portfolio management for individuals.
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
07/29/2013 - Present
IFG Advisory, LLC (ATLANTA GA)
GA
12/19/2003 - 08/11/2011
SECURITIES AMERICA, INC. (ATLANTA GA)
MA
10/29/1991 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
02/24/1987 - 09/18/1991
FINANCIAL ASSETS CORPORATION (NEW YORK NY)
SC
10/30/1984 - 02/27/1987
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED (FORT MILL SC)
NA
08/10/1984 - 10/26/1984
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/20/1983 - 08/13/1984
HERITAGE SECURITIES CORPORATION
IA
Issued 11/09/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/25/1998
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 08/25/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Patrick is the right advisor for you? Invested Better is here to help.
