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Peter John Coleman

IFG Advisory, LLC

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About Peter John Coleman

Peter Coleman is an investment advisor representative with IFG Advisory, LLC, a registered investment advisor firm. Peter has been in the financial services industry since 2019. Peter provides investment advice to individuals and families, as well as to charitable organizations and pension and profit sharing plans. Peter is a Registered Representative of LPL Financial and is registered with the following states: Alabama, California, Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Oklahoma, Texas, and Virginia. Peter's investment philosophy is based on a long-term perspective and a focus on risk management. Peter is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Peter Coleman 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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Peter Coleman’s Registration & Firm History

GA

01/03/2025 - Present

IFG Advisory, LLC (Atlanta GA)

GA

03/16/2019 - 06/22/2022

EDWARD JONES (Marietta GA)

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Licenses & Designations

BOTH

Issued 04/06/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/16/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/20/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter John Coleman.
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