Patrick Jude Hinchey, CFP | Financial Professional | Mcdonough, Georgia

Professional summary

Patrick Jude Hinchey, CFP® is a registered financial advisor currently at IFG ADVISORY, LLC located in Mcdonough, Georgia and LPL FINANCIAL LLC located in Mcdonough, Georgia.

Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Patrick has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 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. 5/23/2011 - NON-VARIABLE INSURANCE DBA - HINCHEY FINANCIAL GROUP - DBA USED FOR SECURITIES BUSINESS AND FIXED INSURANCE. NOT AN INSURANCE AGENCY. LIFE, HEALTH, FIXED. FIXED INS. - TIME SPENT 20% 2. 7/19/2011 - COMMONWEALTH - VA Trails- INV REL; AT REPORTED BUSINESS LOCATION(S) - W2 PAYMENTS FOR TRAILS ON EXISTING VA CONTRACTS WRITTEN WHEN I WAS REGISTERED AT VERAVEST. NO NEW BUSINESS. 0 TIME SPENT. 3. 8/29/2011 - DBA ONLY - INTEGRATED FINANCIAL GROUP 4. 2/23/2012 - NON-VARIABLE INSURANCE DBA - HINCHEY AND ASSOCIATES - INSURANCE SALES AND SERVICE - TIME SPENT 10%. 5. 4/14/2014: COMMUNITY, CIVIC AND CHARITABLE BOARD - FAYETTE CO DEVELOPMENT AUTHORITY - MEMBER OF FAYETTE COUNTY DEVELOPMENT AUTH WHOSE CHARTER IS TO PROMOTE THE BUSINESS OF AND FOR FAYETTE COUNTY GEORGIA - INVESTMENT RELATED - TIME SPENT 3%. 6. 2/3/2015: DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INTEGRATED FINANCIAL PARTNERS, INC. - START DATE=04/01/2015 - INVESTMENT RELATED - 160 HOURS PER MONTH DURING TRADING - STOCKBRIDGE, GA. 7. 8/27/2015: IFG Advisory LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 08/01/2015 - 80 Hours Per Month During Securities Trading - IAR. 8. 8/27/2015: IFG Advisory LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 08/01/2015 - 80 Hours Per Month During Securities Trading - IAR. 9) 06/26/2017-KIM B SWEET LLC-investment related-PTC, GA-Real Estate Rental-LLC FOR RESIDENTIAL RENTAL PROPERTY-start 09/01/2016-Hours per month 1/hours during trading 0 10) 09/19/2023 - BALD FACE PRODUCTIONS - Not Investment Related - Fayetteville GA - Owner and President to promote local band - Start Date 09/15/2023 - 10 Hours Per Month 0 Hours During Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Jude Hinchey'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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

August 17, 2015 - Present

IFG ADVISORY, LLC

Office #1: 2330 Patrick Henry Parkway Suite 150, Mcdonough, GA 30253Office #2: 1240 Hwy 54 West Suite 405, Fayetteville, GA 30214

RIA

CRD#: 168012

Mcdonough, GA

Current

August 9, 2011 - Present

LPL FINANCIAL LLC

Office #1: 2330 Patrick Henry Pkwy #150, Mcdonough, GA 30253Office #2: 200 Ashford Center N Ste 400, Atlanta, GA 30338-2669Office #3: 1240 Hwy 54 W., Ste 405, Fayetteville, GA 30214

RIA

BD

CRD#: 6413

Mcdonough, GA

Past

September 19, 2011 - September 7, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

December 2, 2003 - August 9, 2011

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

STOCKBRIDGE, GA

Past

December 1, 2003 - August 9, 2011

SECURITIES AMERICA, INC.

BD

CRD#: 10205

STOCKBRIDGE, GA

Past

May 2, 2003 - December 1, 2003

VERAVEST INVESTMENT ADVISORS, INC.

RIA

CRD#: 105796

STOCKBRIDGE, GA

Past

July 30, 1997 - December 1, 2003

VERAVEST INVESTMENTS, INC.

BD

CRD#: 3960

WORCESTER, MA

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

CRD#: 168012 / SEC#: 801-80184

RIA

Registered Investment Advisory firm - (8/15/2014 Approved)

Georgia

Registered Investment Advisory firm - (8/28/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(9/19/2011)

RR

Arizona
(10/22/2018)

RR

California
(5/13/2019)

RR

Colorado
(9/9/2020)

RR

Connecticut
(8/9/2011)

RR

Florida
(8/9/2011)

RR

Georgia
(9/19/2011)

IAR

Georgia
(8/19/2015)

RR

Indiana
(1/30/2018)

RR

Massachusetts
(8/29/2017)

RR

Michigan
(3/22/2021)

RR

Missouri
(8/9/2011)

RR

Nebraska
(12/8/2021)

RR

Nevada
(12/12/2024)

RR

New Jersey
(7/17/2023)

RR

New York
(8/26/2020)

RR

North Carolina
(8/10/2011)

RR

Ohio
(8/11/2011)

RR

Oklahoma
(4/12/2016)

RR

Pennsylvania
(9/9/2020)

RR

South Carolina
(1/25/2012)

RR

Tennessee
(8/9/2011)

RR

Texas
(6/28/2013)

IAR

Texas
(1/3/2024)

RR

Utah
(6/15/2016)

RR

Virginia
(8/9/2011)

RR

Wisconsin
(9/10/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/1/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 8/8/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 7/29/1997

General Securities Representative Examination

Principal/Supervisory Exam

RR

Series 24

Date: 1/20/2004

General Securities Principal Examination

SRO Registrations

RR

FINRA

Current Firm

IA

IFG ADVISORY, LLC

CRD#: 168012 / SEC#: 801-80184

RIA

Registered Investment Advisory firm - (8/15/2014 Approved)

Georgia

Registered Investment Advisory firm - (8/28/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IFGA WRAP FEE PROGRAM BROCHURE (3/25/2025)

IFGA - ADV PART 2A - FIRM BROCHURE (3/25/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Patrick J. Hinchey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Jude Hinchey's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

VERAVEST INVESTMENT ADVISORS, INC.

VERAVEST INVESTMENTS, INC.

Primary Firm SEC Registration

IFG ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/1998

Series 63

Date: 8/8/1997

SIE

Date: 10/1/2018

Series 7

Date: 7/29/1997

Series 24

Date: 1/20/2004

FINRA

Current Firm

IFG ADVISORY, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IFG ADVISORY, LLC

TRUST BUT VERIFY

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