Athens, GA Baxter Street Office

Team
Updated today

Client AUM

$4,577,902,560

Clients

9,038

Advisors

2

Of 110 advisors across 24 offices

Location

1077 Baxter Street

Athens GA 30606

Advisors at this office

2

Advisors at this office

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Amy P

Series 63, Series 65

Athens, GA

IFG Advisory, LLC

Amy Parrish is a financial advisor with IFG Advisory, LLC in Athens, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with IFG Advisory and LPL Financial since 2015. Parrish serves as a nonprofit board member for the Oconee County School System. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a multi-faceted investment process that includes fundamental, technical, and cyclical analysis and utilizes various management strategies and third-party models.

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

Series 63, Series 66

Athens, GA

IFG Advisory, LLC

John Caldwell is a financial advisor at IFG Advisory, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with IFG Advisory and LPL Financial since 2015. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning, employing a combination of fundamental, technical, and cyclical analysis through various management strategies and third-party resources.

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