Unclaimed
John Healy is a registered investment advisor representative, licensed in both Georgia and Texas. John works at IFG Advisory, LLC, a firm based in Atlanta, GA, specializing in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. John also has a Series 63 and Series 65 licenses, as well as experience in the securities industry, holding the Series 7, Series 2 and SIE licenses.
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
05/16/2016 - Present
IFG Advisory, LLC (ATLANTA GA)
BC
Issued 06/23/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1993
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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