Greer, SC Office

Team
Updated today

Client AUM

$4,577,902,560

Clients

9,038

Advisors

3

Of 110 advisors across 24 offices

Location

56 Parkway Commons Way

Greer SC 29650

Advisors at this office

3

Advisors at this office

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Bradley W

Series 66

Greer, SC

IFG Advisory, LLC

Bradley Williams is a financial advisor with IFG Advisory, LLC, holding a Series 66 credential and bringing 13 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining IFG Advisory and LPL Financial in 2021. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multi-faceted investment approach that integrates fundamental, technical, and cyclical analysis, offering comprehensive portfolio management and financial planning services.

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

Series 63, Series 66, Series 65

Greer, SC

IFG Advisory, LLC

Timothy Bennett is a financial advisor at IFG Advisory, LLC with 24 years of industry experience. He has held previous roles at Momentum Independent Network Inc., LPL Financial, and Waddell & Reed, Inc. Bennett also managed Bentley Development and Construction LLC, reflecting experience outside traditional finance. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers portfolio management and consulting services, employing a variety of analytical approaches and investment instruments while incorporating external model portfolios and third-party managers to tailor strategies to client objectives.

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

Series 66

Greer, SC

IFG Advisory, LLC

Terrell Boone is a Series 66-credentialed financial advisor with 18 years of industry experience. He has worked at IFG Advisory, LLC and LPL Financial LLC since 2021, and previously at Wells Fargo Clearing and Wells Fargo Advisors. Boone provides investment advisory services through IFG Advisory, an independent registered investment advisor. IFG Advisory, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment strategies and implements portfolios with sub-advisors, third-party models, and managers, while also managing held-away assets to align with clients’ financial goals.

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