AB
Alan Bratic
IFG ADVISORY
St. Augustine, FL 32084
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CRD#: 3146805
AB
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.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Estate Planning
Business Succession Planning
Employee and Employer Plan Ben...
Insurance Planning
Retirement Income Management
What is your minimum asset requirement?
100K
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. 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
CRS (Client Relationship Summary) - RIA
Click below to view Alan Bratic'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: 2004
Experience
Current
July 17, 2020 - Present
IFG ADVISORY, LLC
Office #1: 61 Cordova Street, St. Augustine, FL 32084RIA
CRD#: 168012
St. Augustine, FL
Current
August 1, 2018 - Present
LPL FINANCIAL LLC
Office #1: 61 Cordova St, St Augustine, FL 32084RIA
BD
CRD#: 6413
St Augustine, FL
Past
March 9, 2020 - July 15, 2020
VIGIL WEALTH MANAGEMENT, LLC
RIA
CRD#: 299619
St. Augustine, FL
Past
August 2, 2018 - October 29, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
St Augustine, FL
Past
June 14, 2013 - August 9, 2018
CETERA ADVISORS LLC
RIA
CRD#: 10299
ST AUGUSTINE, FL
Past
June 14, 2013 - August 9, 2018
CETERA ADVISORS LLC
BD
CRD#: 10299
ST AUGUSTINE, FL
Past
July 10, 2006 - June 26, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
ST. AUGUSTINE, FL
Past
July 6, 2006 - June 26, 2013
LPL FINANCIAL LLC
BD
CRD#: 6413
ST. AUGUSTINE, FL
Past
July 17, 2000 - July 13, 2006
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
ST. AUGUSTINE, FL
Past
July 14, 2000 - July 13, 2006
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
ST. AUGUSTINE, FL
Past
May 25, 1999 - May 16, 2000
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, 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
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
Arkansas(8/30/2018)
RR
Colorado(2/19/2021)
RR
Florida(8/1/2018)
IAR
Florida(7/17/2020)
RR
Georgia(9/17/2018)
RR
North Carolina(8/1/2018)
RR
Ohio(3/11/2019)
RR
Pennsylvania(8/1/2018)
RR
Virginia(9/5/2018)
Exams
State Security Law Exam
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#: 168012St. Augustine, FL 32084TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
