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Robert Evan Bethards

IFG Advisory, LLC

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About Robert Evan Bethards

Robert Evan Bethards is a financial advisor associated with IFG Advisory, LLC. Robert has been in the financial services industry since 2019. Robert has a Series 7TO, SIE and Series 66 license. Robert has experience with individuals and companies, including high-net-worth individuals. Robert specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.

Firm Information

Robert Bethards 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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Robert Bethards’s Registration & Firm History

GA

09/01/2023 - Present

IFG Advisory, LLC (ATLANTA GA)

GA

01/18/2019 - 08/08/2023

WOODBURY FINANCIAL SERVICES, INC. (WOODSTOCK GA)

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Licenses & Designations

BOTH

Issued 06/03/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/18/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/14/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Evan Bethards.
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