Mooresville, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$4,577,902,560
ClientsTotal clients
9,038
AdvisorsAdvisors at this office
3
Of 110 advisors across 24 offices
Location
150 Fairview Road, Suite 105
Mooresville NC 28117
Advisors at this office
3
Advisors at this office
Austin L
CFP®, Series 66
Mooresville, NC
IFG Advisory, LLC
Austin Lytle is a CFP® professional with three years of industry experience, currently serving at IFG Advisory, LLC. His background includes roles at BluHawk Wealth Management and LPL Financial LLC. He provides administrative support to IFG Advisory, an independent investment advisor firm. IFG Advisory offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm utilizes a range of investment strategies and third-party managers to tailor portfolios to client objectives, including management of held-away assets like 401(k)s and HSAs.
Cody L
CFP®, Series 65
Mooresville, NC
IFG Advisory, LLC
Cody Lewallen is a CFP® professional with five years of industry experience, currently affiliated with IFG Advisory, LLC in Mooresville, NC. His prior roles include positions at Marsh McLennan Agency, LPL Financial, and Old North State Trust. Lewallen also conducts non-investment related activities for Marsh McLennan Agency, supporting its insurance services. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors and third-party models, managing both discretionary and non-discretionary portfolios across a broad range of asset types.
Gregory B
Series 63, Series 66
Mooresville, NC
IFG Advisory, LLC
Gregory Bennett is a financial advisor with IFG Advisory, LLC and holds Series 63 and Series 66 licenses. He has 29 years of industry experience, including roles at Merit Financial Group, LPL Financial, and Private Portfolio Partners. Bennett serves as a trustee for his deceased father’s trust, managing assets for family beneficiaries. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a comprehensive investment approach that integrates fundamental, technical, and cyclical analysis, utilizing in-house management, sub-advisors, and third-party managers to tailor solutions aligned with client objectives.
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