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R. mark Smith

IFG Advisory, LLC

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About R. mark Smith

R. mark Smith has been working in the financial industry since 1995. R. mark Smith is a registered representative with IFG Advisory, LLC in Atlanta, Georgia. R. mark Smith is also a Registered Investment Advisor and has licenses in Georgia and Texas. R. mark Smith also previously worked for Questar Capital Corporation, USAllianz Securities, Inc., Signator Investors, Inc. and John Hancock Mutual Life Insurance Company.

Firm Information

R. mark Smith 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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R. mark Smith’s Registration & Firm History

GA

01/04/2019 - Present

IFG Advisory, LLC (ATLANTA GA)

GA

12/01/2006 - 06/20/2014

QUESTAR CAPITAL CORPORATION (ATLANTA GA)

GA

02/11/2004 - 12/01/2006

USALLIANZ SECURITIES, INC. (ATLANTA GA)

MA

01/16/1995 - 02/27/2004

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

01/16/1995 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 04/26/2014

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 05/14/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/10/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2001

Series 7 - General Securities Representative Examination

BC

Issued 01/13/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for R. mark Smith. Review regulatory record here.
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