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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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Warren Patrick's CRS (Customer Relationship Summary).
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®
None

Experience

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 Ctr N Ste 400, Atlanta, GA 30338
RIA
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 | NWM CAPITAL ADVISORS | NORTH GEORGIA WEALTH MANAGEMENT GROUP | NIDA FINANCIAL GROUP, INC. | NICKELS 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
California
(1/2/2026)
RR
Florida
(8/9/2011)
RR
Georgia
(9/19/2011)
IAR
Georgia
(7/29/2013)
RR
Massachusetts
(8/9/2011)
RR
New Jersey
(8/9/2011)
RR
New York
(8/9/2011)
RR
North Carolina
(8/15/2011)
RR
Ohio
(8/9/2011)
RR
Oklahoma
(9/20/2011)
RR
South Carolina
(8/9/2011)
RR
Texas
(1/7/2021)
RR
Wisconsin
(8/9/2011)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/9/1990
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/31/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 8/25/2010
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 7/16/1983
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 4/28/2003
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/25/1998
General Securities Principal Examination
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 | NWM CAPITAL ADVISORS | NORTH GEORGIA WEALTH MANAGEMENT GROUP | NIDA FINANCIAL GROUP, INC. | NICKELS 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)
PREMIUM
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Contact information

Main Address
200 Ashford Center North Suite 400, Atlanta, GA 30338
Mailing Address
Phone number
(770) 353-6400
Established
Firm type
Fiscal year end
# of Employees
187

SEC notice filing (42 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IFGA WRAP FEE PROGRAM BROCHURE (3/18/2026)
IFGA - ADV PART 2A - FIRM BROCHURE (3/18/2026)

Regulatory assets under management

Total Number of Accounts14,619
AUM (Assets Under Management)$ 4,759,187,483

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.

Company Information

IFG ADVISORY, LLC

CRD#: 168012Tybee Island, GA

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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