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John Christopher Caldwell

IFG Advisory, LLC

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About John Christopher Caldwell

John Caldwell is a financial advisor who has been in the industry for over 20 years. John is registered with IFG Advisory, LLC and has previously worked with Wells Fargo Advisors, LLC and SunTrust Securities, Inc. IFG Advisory, LLC is an independent Registered Investment Advisor firm with a strong focus on providing personalized financial advice and comprehensive financial planning services. John is committed to providing his clients with tailored advice and strategies to help them reach their financial goals.

Firm Information

John Caldwell 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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John Caldwell’s Registration & Firm History

GA

04/22/2015 - Present

IFG Advisory, LLC (ATHENS GA)

GA

09/24/2004 - 04/17/2015

WELLS FARGO ADVISORS, LLC (ATHENS GA)

GA

01/28/1998 - 10/22/2004

SUNTRUST SECURITIES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 08/07/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/17/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 01/27/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Christopher Caldwell. Review regulatory record here.
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