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Henry (hank) William Cleare

IFG Advisory, LLC

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About Henry (hank) William Cleare

Henry (Hank) Cleare is a financial advisor with over 20 years of experience in the industry. He has been with IFG Advisory, LLC since August 2017, providing financial planning and investment advisory services to individuals, families, and businesses. Henry's career includes prior experience with Securities America, Inc. and VeraVest Investments, Inc. He is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Henry is committed to helping clients achieve their financial goals through personalized advice and comprehensive financial planning.

Firm Information

Henry (hank) Cleare 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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Henry (hank) Cleare’s Registration & Firm History

GA

08/17/2017 - Present

IFG Advisory, LLC (ATLANTA GA)

GA

12/01/2003 - 08/09/2011

SECURITIES AMERICA, INC. (ATLANTA GA)

MA

03/01/2001 - 12/02/2003

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BOTH

Issued 03/06/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Henry (hank) William Cleare. Review regulatory record here.
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