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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Alpert is a financial advisor with over 20 years of experience in the financial services industry. Gary is a Registered Representative and Investment Advisor Representative with IFG Advisory, LLC, a hybrid firm. Gary has a strong track record of helping clients achieve their financial goals. He has worked with a wide range of clients, including high-net-worth individuals, families, businesses, and charitable organizations. Gary is a CERTIFIED FINANCIAL PLANNER™ professional and is committed to providing his clients with personalized financial advice and planning solutions. He is also a FINRA Arbitrator and is passionate about helping clients navigate the complex world of finance.
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.
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GA
04/13/2015 - Present
IFG Advisory, LLC (ATLANTA GA)
GA
03/25/1999 - 12/04/2014
PEACHTREE CAPITAL CORPORATION (ATLANTA GA)
BC
Issued 03/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2012
Series 4 - Registered Options Principal Examination
BC
Issued 03/02/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/09/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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