Invested Better
Unclaimed

Unclaimed

Unclaimed

Melissa Anne Ekeberg

IFG Advisory, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Melissa? Claim Your Profile

About Melissa Anne Ekeberg

Melissa Anne Ekeberg is a financial advisor with over 20 years of experience in the financial services industry. Melissa currently is registered with IFG Advisory, LLC d/b/a Integrated Financial Group. Melissa's career has spanned multiple firms including Lincoln Financial Securities Corporation, LPL Financial LLC, and Invest Financial Corporation. Melissa provides financial planning, investment management, and pension consulting services to individuals, families, businesses, and retirement plans. Melissa also offers educational seminars to her clients.

Firm Information

Melissa Ekeberg 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Melissa Ekeberg’s Registration & Firm History

GA

04/22/2024 - Present

IFG Advisory, LLC (Blairsville GA)

GA

01/15/2021 - 04/17/2024

LINCOLN FINANCIAL SECURITIES CORPORATION (BLAIRSVILLE GA)

GA

02/14/2018 - 01/22/2021

LPL FINANCIAL LLC (BLAIRSVILLE GA)

GA

07/23/2009 - 02/14/2018

INVEST FINANCIAL CORPORATION (BLAIRSVILLE GA)

GA

07/07/2004 - 07/23/2009

FIRST LEGACY SECURITIES, LLC (BLAIRSVILLE GA)

SC

06/12/2003 - 07/16/2004

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

Not sure if Melissa Anne Ekeberg is right for you?

Licenses & Designations

IA

Issued 03/27/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/23/2004

Series 4 - Registered Options Principal Examination

BC

Issued 10/30/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/11/2003

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 06/10/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Anne Ekeberg.
Not sure if Melissa Anne Ekeberg is right for you?