Rebekah J. Fero
IFG ADVISORY
Port Charlotte, FL 33948
Some features on this profile are disabled
CRD#: 1878053
Professional summary
Rebekah Jo Fero, AIF®, CFP®, who also goes by Rebekah Francis, is a registered financial advisor currently at IFG ADVISORY, LLC located in Port Charlotte, Florida and LPL FINANCIAL LLC located in Port Charlotte, Florida.
Rebekah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Rebekah has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Divorce Planning
Life Transitions
Inheritance
Insurance Planning
Retirement Income Management
Comprehensive Financial Planni...
Small Business Planning
Tax Planning
Retirement Planning
Social Security Planning
Long-term Care
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Rebekah Francis
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) 08/11/2016: Rebekah J Fero CFP LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Started 01/01/2013 - 100% Time Spent (2) 08/11/2016: Restorative Enterprises LLC - Real Estate Rental - Investment Related - 17843 Murdock Cir, Unit 7B, Port Charlotte FL 33948 - Started 02/24/2014 - 0 Hr/Mo; 0% Time Spent - Owner of commercial property (3) 08/19/2016: IFG Advisory - Registered Investment Advisor Hybrid - DBA: (Hybrid) IFG Advisory - Investment Related - 200 Ashford Center North, Suite 400 Atlanta, GA - Started 08/15/2016 - 100% Time Spent - IAR (4) 08/24/2016: IFG Advisory, LLC - Registered Investment Advisor DBA - DBA: (Hybrid) Rebekah J Fero CFP LLC - Investment Related - 17843 Murdock Circle, Unit 7B, Port Charlotte FL 33948 - Start 01/01/2013 - 100% Time Spent - IAR (5) 5/10/2021 - Fero Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 8/11/2016 - 80 Hours Per Month/5 Hours During Securities Trading. (6) 02/23/2022 - Guardian Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 02/22/2022 - 1 Hours Per Month/0 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Rebekah Jo Fero'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®
CFP®
Start date: 1994
Experience
Current
August 18, 2016 - Present
IFG ADVISORY, LLC
Office #1: 17843 Murdock Circle Unit 7b, Port Charlotte, FL 33948RIA
CRD#: 168012
Port Charlotte, FL
Current
August 11, 2016 - Present
LPL FINANCIAL LLC
Office #1: 17843 Murdock Circle, Unit 7b, Port Charlotte, FL 33948RIA
BD
CRD#: 6413
Port Charlotte, FL
Past
August 3, 2005 - August 15, 2016
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
PORT CHARLOTTE, FL
Past
June 18, 1999 - August 15, 2016
FSC SECURITIES CORPORATION
BD
CRD#: 7461
PORT CHARLOTTE, FL
Past
May 3, 1993 - June 29, 1999
BUELOW INVESTMENT SERVICES, INC.
BD
CRD#: 31071
CHARLOTTE HARBOR, FL
Past
October 19, 1988 - April 30, 1993
TRIPLE CHECK FINANCIAL SERVICES, INC.
BD
CRD#: 13344
BURBANK, CA
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(8/6/2019)
RR
Arizona(8/11/2016)
RR
Colorado(2/27/2025)
RR
Connecticut(7/12/2022)
RR
Florida(8/11/2016)
IAR
Florida(8/18/2016)
RR
Georgia(8/11/2016)
RR
Illinois(2/1/2017)
RR
Iowa(9/28/2018)
RR
Maine(4/25/2023)
RR
Maryland(8/11/2016)
RR
Missouri(11/16/2016)
RR
New York(8/11/2016)
RR
North Carolina(8/11/2016)
RR
Ohio(3/18/2024)
RR
South Carolina(8/11/2016)
IAR
Texas(7/21/2022)
RR
Texas(6/5/2023)
RR
Virginia(8/13/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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.
Company Information
IFG ADVISORY, LLC
CRD#: 168012Port Charlotte, FL 33948TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
