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Gary A

Series 66

Natchez, MS

IFG Advisory, LLC

Gary Agent is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has five years of industry experience, having previously been affiliated with LPL Financial and Mississippi State University. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party managers, and analytical approaches spanning mutual funds, ETFs, fixed income, options, and alternative products.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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William S

Series 66

Natchez, MS

IFG Advisory, LLC

William Smith II is a financial advisor at IFG Advisory, LLC in Natchez, MS, holding a Series 66 designation with 17 years of industry experience. He has been with IFG Advisory since 2014 and concurrently with LPL Financial since 2009. Smith is a partial owner of a family investment partnership with no active management role. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a mix of analytical approaches and various investment instruments, employing sub-advisors and third-party managers to tailor strategies aligned with client objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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