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Alan Bratic

CFP®
IFG ADVISORY
St. Augustine, FL
·CRD# 3146805·27 years experience

Professional Summary

Alan Bratic, CFP® is a registered financial advisor currently at IFG ADVISORY, LLC located in St. Augustine, Florida and LPL FINANCIAL LLC located in St Augustine, Florida. Alan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Alan has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

$50K–$100K

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Investment Planning
  • Comprehensive Financial Planning
  • Retirement Planning
  • Estate Planning
  • Business Succession Planning
  • Employee and Employer Plan Benefits
  • Insurance Planning
  • Retirement Income Management

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2004

Years of Experience

27 years in the financial services industry

Current & Past Employments

IFG ADVISORY, LLC·CRD# 168012
RIA
61 Cordova Street, St. Augustine, FL 32084
July 17, 2020 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
BD
61 Cordova St, St Augustine, FL 32084
August 1, 2018 - Present
VIGIL WEALTH MANAGEMENT, LLC·CRD# 299619
RIA
St. Augustine, FL
March 9, 2020 - July 15, 2020
LPL FINANCIAL LLC·CRD# 6413
RIA
St Augustine, FL
August 2, 2018 - October 29, 2020
CETERA ADVISORS LLC·CRD# 10299
RIA
St Augustine, FL
June 14, 2013 - August 9, 2018
CETERA ADVISORS LLC·CRD# 10299
BD
St Augustine, FL
June 14, 2013 - August 9, 2018
LPL FINANCIAL LLC·CRD# 6413
RIA
St. Augustine, FL
July 10, 2006 - June 26, 2013
LPL FINANCIAL LLC·CRD# 6413
BD
St. Augustine, FL
July 6, 2006 - June 26, 2013
EQUITABLE ADVISORS, LLC·CRD# 6627
RIA
St. Augustine, FL
July 17, 2000 - July 13, 2006
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
St. Augustine, FL
July 14, 2000 - July 13, 2006
BANC OF AMERICA INVESTMENT SERVICES, INC.·CRD# 16361
BD
Boston, MA
May 25, 1999 - May 16, 2000

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Michael Patrick Mcalpin
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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 | CARVERSTARK | 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 - SEC (8/15/2014 Approved)
Georgia
Registered Investment Advisory firm - Georgia (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).

Contact Information

Main Address

200 Ashford Center North Suite 400, Atlanta, GA 30338

Phone Number

(770) 353-6400

# of Employees

187

SEC notice filing (42 States and Territories)

Registered to provide investment advisory services in 42 US states and territories.

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 Accounts

14,619

AUM (Assets Under Management)

$4,759,187,483

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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. 8/1/2018 - ThompsonBaker Financial, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/01/2006 - 150 Hours Per Month/8 Hours During Securities Trading - Time Spent 90%. 2. 4/22/2019 - ThompsonBaker Agency, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Manager, Financial Services and Benefits Dept. - Started 02/03/2003 - 20 Hours Per Month/10 Hours During Securities Trading. 3. 7/24/2020 - Integrated Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/22/2020 - 10 Hours Per Month During Securities Trading. 4. 7/31/2020 - IFG Advisory - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 07/22/2020 - 10 Hours Per Month During Securities Trading - I provide investment advisory services through IFG Advisory, an independent investment advisor firm. I started this business activity in 07/2020. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 03/24/2025 - Noles Gone Gulfin' - Real Estate Rental - Not Investment Related - Indian Rocks Beach, FL - Start Date: 03/21/2025 - 5 Hours Per Month/1 Hours During Securities Trading

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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 | CARVERSTARK | 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 - SEC (8/15/2014 Approved)
Georgia
Registered Investment Advisory firm - Georgia (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arkansas
(8/30/2018)
RR
Colorado
(2/19/2021)
RR
District of Columbia
(4/24/2026)
RR
Florida
(8/1/2018)
IAR
Florida
(7/17/2020)
RR
Georgia
(9/17/2018)
RR
New Jersey
(8/3/2026)
RR
North Carolina
(8/1/2018)
RR
Ohio
(3/11/2019)
RR
Pennsylvania
(8/1/2018)
RR
Virginia
(9/5/2018)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1998About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jun 1999About the Series 24 exam
FINRA
SRO Registrations

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Michael Patrick Mcalpin
Michael Patrick Mcalpin

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CRS (Client Relationship Summary) - RIA

Click below to view Alan Bratic's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Alan

  • Investment Planning
  • Comprehensive Financial Planning
  • Retirement Planning
  • Estate Planning
  • Business Succession Planning
  • Employee and Employer Plan Benefits
  • Insurance Planning
  • Retirement Income Management

Similar Advisors

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INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL · CRD#
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AB
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