DP
Donald W. Patrick
IFG ADVISORY
Tybee Island, GA
Some features on this profile are disabled
CRD#: 1163392
DP
Professional summary
Donald Warren Patrick is a registered financial advisor currently at IFG ADVISORY, LLC located in Tybee Island, Georgia and LPL FINANCIAL LLC located in Atlanta, Georgia.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Donald has worked at 9 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 31, Series 7, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 05/19/2011: NO BUSINESS NAME - Author - NOT INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION - BOOK SALES: MY BOOK "KEEP YOUR NEST EGG FROM CRACKING" IS ON AMAZON. - 1% OF TIME SPENT. 2. 07/20/2011 - Integrated Support Services, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - AT REPORTED BUSINESS LOCATION(S) - Provides office management, bill paying, administers group benefits, payroll, human resources. Equally by all advisors of IFG that have staff. ISS pays monthly expenses and bills advisors bi-monthly. - 20% TIME SPENT 3. 07/20/2011 - NO BUSINESS NAME - Non-Variable Insurance - INV REL - AT REPORTED BUSINESS LOCATION(S) - Fixed insurance sales. - 10% TIME SPENT 4. 08/15/2013 - DP Integrated Planning, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 5. 09/05/2013 - IFG Financial Advisory, LLC. - Registered Investment Advisor - (HYBRID) IFG Financial Advisory, LLC. - INV REL - AT REPORTED BUSINESS LOCATION(S) - Adivsory, financial plans, hourly fees, etc. - 25% TIME SPENT 6. 12/23/2014 - Integrated Financial Group, LLC - DBA for LPL Business (entity for LPL business) - Integrated Financial Group, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - 80 HR/MO, 50 DURING SECS TRDG HRS 7. 02/20/2015 - IFG Advisory, LLC. - Registered Investment Advisor Hybrid - (Hybrid) IFG Advisory, LLC. - INV REL - START 07/01/2013 - 200 Ashford Center North, Suite 400, Atlanta, GA 30338 - IAR - 80 HR/MO, 40 DURING SECS TRDG HRS 8. 04/07/2015 - IFG-DFA, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - START 09/22/2011 - 200 Ashford Center North, Suite 400, Dunwoody, GA 30338 - Entity established as tax conduit only. Not held out to public. - 10 HR/MO, 1 DURING SECS TRDG HRS - tax conduit only 9. 08/27/2015 - Flight Unlimited, LLC. - Other - LLC - NOT INV REL - START 01/01/1999 - Peachtree-Dekalb Airport - 50% owner. The LLC owns my and my partners airplane. All expenses run through the LLC. - 5 HR/MO, 1 DURING SECS TRDG HRS - Flight Unlimited, LLC. 10. 7/12/2019 - Integrated Financial Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/03/2003 - 80 Hours Per Month/50 Hours During Securities Trading. 11. 9/10/2021 - IFG-Investment Solutions, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 09/22/2011 - 10 Hours Per Month/1 Hour During Securities Trading - Entity established as tax conduit only.
CRS (Client Relationship Summary) - RIA
Click below to view Donald Warren Patrick's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 29, 2013 - Present
IFG ADVISORY, LLC
RIA
CRD#: 168012
Tybee Island, GA
Current
August 9, 2011 - Present
LPL FINANCIAL LLC
Office #1: 200 Ashford Center N, Ste 400, Atlanta, GA 30338RIA
BD
CRD#: 6413
Atlanta, GA
Past
February 9, 2017 - August 26, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
ATLANTA, GA
Past
July 29, 2013 - August 28, 2014
IFG ADVISORY, LLC
RIA
CRD#: 168012
ATLANTA, GA
Past
August 9, 2011 - September 8, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
ATLANTA, GA
Past
December 19, 2003 - August 11, 2011
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
ATLANTA, GA
Past
December 19, 2003 - August 11, 2011
SECURITIES AMERICA, INC.
BD
CRD#: 10205
ATLANTA, GA
Past
April 8, 2003 - December 19, 2003
VERAVEST INVESTMENT ADVISORS, INC.
RIA
CRD#: 105796
ATLANTA, GA
Past
October 29, 1991 - December 19, 2003
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Past
February 24, 1987 - September 18, 1991
FINANCIAL ASSETS CORPORATION
BD
CRD#: 13777
NEW YORK, NY
Past
October 30, 1984 - February 27, 1987
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
August 10, 1984 - October 26, 1984
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
July 20, 1983 - August 13, 1984
FIRST CHESAPEAKE SECURITIES CORPORATION
BD
CRD#: 10517
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
IFG ADVISORY, LLC
ALETHEIA ADVISORY SERVICES, LLC | WHB WEALTH MANAGEMENT GROUP, LLC | WEALTHPOINT INVESTMENT MANAGEMENT | WEALTH HORIZON | THOMPSONBAKER FINANCIAL, LLC | THE BRAIN TRUST | THE ANCHOR FINANCIAL GROUP | TARRENT FINANCIAL ADVISORS | TARRANT FINANCIAL | STARK FINANCIAL | SQUIRE ASSET MANAGEMENT, LLC | SOVEREIGN INVESTMENT GROUP | SGL WEALTH MANAGEMENT | REBEKAH J FERO CFP LLC/FERO FINANCIAL | R.M. SMITH & ASSOCIATES | PINNACLE WEALTH MANAGEMENT, LLC | PATHWAYS FINANCIAL PARTNERS | PANOPTIC CAPITAL MANAGEMENT | OPEN ROAD FINANCIAL | OAK TREE FINANCIAL SERVICES | NORTH GEORGIA WEALTH MANAGEMENT GROUP | NIDA FINANCIAL GROUP, INC. | NICKELS WEALTH MANAGEMENT | NATCHEZ WEALTH MANAGEMENT | MORRIS SHANK WEALTH MANAGEMENT | MILESTONE INVESTMENT MANAGEMENT | MARATHON FINANCIAL STRATEGIES | MAGNOLIA FINANCIAL GROUP | MADISON FINANCIAL & ASSOCIATES | LINEA PRIVATE WEALTH MANAGEMENT | LEGACY CAPITAL ADVISORS, LLC | JOHNS CREEK WEALTH MANAGEMENT | JAEGER CAPITAL MANAGEMENT, LLC | IWM GROUP | INTEGRATED WEALTH MANAGEMENT GROUP | INTEGRATED FINANCIAL PARTNERS | INTEGRATED FINANCIAL GROUP | IFG ADVISORY, LLC | IFG ADVISORY | HIGHLANDS WEALTH GROUP | HIGHLAND TRUST PARTNERS | HEALY WEALTH MANAGEMENT | GUNTHER WEALTH MANAGEMENT | GARY ALPERT FINANCIAL STRATEGIES | FRANKLIN WATKINS FINANCIAL GROUP | FINANCIAL STRATEGIES GROUP, INC. | ENVISION WEALTH PARTNERS | DH CHRISTOPHER WEALTH MANAGEMENT | COLLINS WEALTH MANAGEMENT | CLOUD FAMILY WEALTH MANAGEMENT | CLEAR BLUE WEALTH | CAST AHEAD WEALTH MANGEMENT | CARVER CAPITAL | CAROLINA PLANNING CONSULTANTS, LLP | BRISARD WEALTH ADVISORY | BLUHAWK WEALTH MANAGEMENT, LLC | BALANCE WEALTH PARTNERS, LLC | ATLANTA RETIREMENT PARTNERS | APPALACHIAN WEALTH MANAGEMENT
CRD#: 168012 / SEC#: 801-80184
RIA
Registered Investment Advisory firm - (8/15/2014 Approved)Georgia
Registered Investment Advisory firm - (8/28/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/9/2011)
RR
Alaska(8/17/2011)
RR
Arizona(1/18/2021)
RR
Arkansas(5/24/2019)
RR
California(8/9/2011)
RR
Colorado(10/12/2011)
RR
Connecticut(8/9/2011)
RR
Delaware(9/12/2016)
RR
District of Columbia(12/12/2014)
RR
Florida(8/9/2011)
RR
Georgia(9/19/2011)
IAR
Georgia(7/29/2013)
RR
Hawaii(9/25/2019)
RR
Idaho(8/9/2011)
RR
Illinois(8/9/2011)
RR
Indiana(8/12/2011)
RR
Iowa(8/9/2011)
RR
Kansas(8/9/2011)
RR
Kentucky(8/9/2011)
RR
Louisiana(8/9/2011)
RR
Maine(10/5/2011)
RR
Maryland(8/9/2011)
RR
Massachusetts(8/9/2011)
RR
Michigan(9/20/2011)
RR
Minnesota(8/9/2011)
RR
Mississippi(8/9/2011)
RR
Missouri(8/9/2011)
RR
Montana(9/12/2011)
RR
Nebraska(8/9/2011)
RR
Nevada(9/19/2011)
RR
New Hampshire(8/9/2011)
RR
New Jersey(8/9/2011)
RR
New Mexico(9/19/2011)
RR
New York(8/9/2011)
RR
North Carolina(8/15/2011)
RR
North Dakota(8/4/2015)
RR
Ohio(8/9/2011)
RR
Oklahoma(9/20/2011)
RR
Oregon(8/9/2011)
RR
Pennsylvania(8/9/2011)
RR
Puerto Rico(5/10/2018)
RR
Rhode Island(8/9/2011)
RR
South Carolina(8/9/2011)
RR
South Dakota(3/27/2018)
RR
Texas(1/7/2021)
RR
Utah(8/9/2011)
RR
Vermont(7/10/2018)
RR
Virgin Islands(5/8/2020)
RR
Virginia(8/9/2011)
RR
Washington(8/9/2011)
RR
West Virginia(8/9/2011)
RR
Wisconsin(8/9/2011)
RR
Wyoming(8/9/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IA
IFG ADVISORY, LLC
ALETHEIA ADVISORY SERVICES, LLC | WHB WEALTH MANAGEMENT GROUP, LLC | WEALTHPOINT INVESTMENT MANAGEMENT | WEALTH HORIZON | THOMPSONBAKER FINANCIAL, LLC | THE BRAIN TRUST | THE ANCHOR FINANCIAL GROUP | TARRENT FINANCIAL ADVISORS | TARRANT FINANCIAL | STARK FINANCIAL | SQUIRE ASSET MANAGEMENT, LLC | SOVEREIGN INVESTMENT GROUP | SGL WEALTH MANAGEMENT | REBEKAH J FERO CFP LLC/FERO FINANCIAL | R.M. SMITH & ASSOCIATES | PINNACLE WEALTH MANAGEMENT, LLC | PATHWAYS FINANCIAL PARTNERS | PANOPTIC CAPITAL MANAGEMENT | OPEN ROAD FINANCIAL | OAK TREE FINANCIAL SERVICES | NORTH GEORGIA WEALTH MANAGEMENT GROUP | NIDA FINANCIAL GROUP, INC. | NICKELS WEALTH MANAGEMENT | NATCHEZ WEALTH MANAGEMENT | MORRIS SHANK WEALTH MANAGEMENT | MILESTONE INVESTMENT MANAGEMENT | MARATHON FINANCIAL STRATEGIES | MAGNOLIA FINANCIAL GROUP | MADISON FINANCIAL & ASSOCIATES | LINEA PRIVATE WEALTH MANAGEMENT | LEGACY CAPITAL ADVISORS, LLC | JOHNS CREEK WEALTH MANAGEMENT | JAEGER CAPITAL MANAGEMENT, LLC | IWM GROUP | INTEGRATED WEALTH MANAGEMENT GROUP | INTEGRATED FINANCIAL PARTNERS | INTEGRATED FINANCIAL GROUP | IFG ADVISORY, LLC | IFG ADVISORY | HIGHLANDS WEALTH GROUP | HIGHLAND TRUST PARTNERS | HEALY WEALTH MANAGEMENT | GUNTHER WEALTH MANAGEMENT | GARY ALPERT FINANCIAL STRATEGIES | FRANKLIN WATKINS FINANCIAL GROUP | FINANCIAL STRATEGIES GROUP, INC. | ENVISION WEALTH PARTNERS | DH CHRISTOPHER WEALTH MANAGEMENT | COLLINS WEALTH MANAGEMENT | CLOUD FAMILY WEALTH MANAGEMENT | CLEAR BLUE WEALTH | CAST AHEAD WEALTH MANGEMENT | CARVER CAPITAL | CAROLINA PLANNING CONSULTANTS, LLP | BRISARD WEALTH ADVISORY | BLUHAWK WEALTH MANAGEMENT, LLC | BALANCE WEALTH PARTNERS, LLC | ATLANTA RETIREMENT PARTNERS | APPALACHIAN WEALTH MANAGEMENT
CRD#: 168012 / SEC#: 801-80184
RIA
Registered Investment Advisory firm - (8/15/2014 Approved)Georgia
Registered Investment Advisory firm - (8/28/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Ashford Center North Suite 400, Atlanta, GA 30338
Mailing Address
Phone number
(770) 353-6331
Established
Firm type
Fiscal year end
# of Employees
177
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,464 |
| AUM (Assets Under Management) | $ 3,972,449,338 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
