Greer, SC Office
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IFG Advisory, LLC
Multi-team
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About
IFG Advisory, LLC provides investment advisory and financial planning services to a broad client base that includes individuals (including high‑net‑worth clients), trusts, estates, corporations and retirement plans. The firm offers portfolio management (discretionary and non‑discretionary), standalone financial planning and consulting, retirement plan consulting (including limited 3(21) and full 3(38) services), and a wrap‑fee program.
IFG tailors investment strategies to client objectives and uses sub‑advisors, third‑party model portfolios, and third‑party managers to implement portfolios; it also manages held‑away assets such as 401(k)s, 529 plans and HSAs to align those accounts with overall financial goals. The firm employs a mix of analytical approaches (fundamental, technical, cyclical) and a wide range of instruments—from mutual funds and ETFs to fixed income, options and certain alternative or leveraged products—and performs periodic reviews at least annually.
Compared with many peers, IFG discloses that a number of its investment adviser representatives are dually registered as registered representatives of LPL, enabling the offering of commissionable brokerage products and creating potential conflicts that the brochure describes and mitigates. The firm also highlights real‑estate‑related planning services — including real estate analysis, cost‑segregation studies and business valuation — alongside customary insurance and referral arrangements and the use of third‑party models (including an Invesco compensation arrangement), features that are less common among large enterprise advisers.
Based on IFG Advisory, LLC
Expertise
Based on IFG Advisory, LLC
Location
56 Parkway Commons Way
Greer SC 29650
Advisors at this office
3
Advisors at this office
Bradley W
Series 66
Greer, SC
IFG Advisory, LLC
Bradley Williams is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at IFG Advisory since 2021 and has previous experience with LPL Financial, Wells Fargo Clearing, and BB&T Investment Services. 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 analytical approaches and investment instruments and incorporates third-party managers and models to tailor strategies to client objectives.
Timothy B
Series 63, Series 66, Series 65
Greer, SC
IFG Advisory, LLC
Timothy Bennett is a financial advisor with IFG Advisory, LLC and holds Series 63, 65, and 66 licenses. He has 25 years of industry experience, including prior roles at LPL Financial, Momentum Independent Network Inc., Waddell & Reed, and Citigroup Global Markets. Outside of advisory work, he has been involved with Bentley Development and Construction LLC. 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 uses a mix of analytical approaches and various investment instruments, managing portfolios through sub-advisors and third-party managers, and offers specialized services such as real estate analysis and retirement plan consulting.
Terrell B
Series 66
Greer, SC
IFG Advisory, LLC
Terrell Boone is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at several firms including Wells Fargo Clearing and Fifth Third Securities. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a range of investment strategies using sub-advisors and third-party managers, and offers specialized services such as real estate-related planning and retirement plan consulting.
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