Unclaimed
Trenton J. Adams is a financial advisor at IFG Advisory, LLC, an SEC-registered investment advisor. Trenton has been in the financial industry since 2004 and has a wide range of experience providing financial planning and investment management services to individuals, families, and businesses. Trenton holds the Series 7, Series 66, and Series 24 licenses, as well as the CFP designation. Trenton is also a member of the Georgia Securities Commission. Trenton is committed to helping clients achieve their financial goals and providing them with the guidance and support they need to make informed decisions about their money.
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.
1
2
GA
02/06/2015 - Present
IFG Advisory, LLC (ATLANTA GA)
GA
12/11/2012 - 01/31/2015
ONEAMERICA SECURITIES, INC. (ATLANTA GA)
GA
08/24/2004 - 12/10/2012
AXA ADVISORS, LLC (ATLANTA GA)
BOTH
Issued 10/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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