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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Edgar Grandstaff is an investment advisor representative for IFG Advisory, LLC, an independent investment advisor firm. Kyle has been in the financial services industry since 2017. Kyle specializes in providing financial planning, portfolio management, and other investment advisory services to individual investors, as well as to corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. Kyle has a Series 7, Series 63, Series 65, and Series 79 license and is registered with the state of Georgia. Kyle also has experience working for Truist Securities, Inc.
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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2
GA
12/15/2023 - Present
IFG Advisory, LLC (ATLANTA GA)
GA
08/21/2017 - 05/31/2022
TRUIST SECURITIES, INC. (ATLANTA GA)
IA
Issued 06/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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