HC
Henry (hank) W. Cleare
IFG ADVISORY
Sunrise, FL 33325
Some features on this profile are disabled
CRD#: 4348090
HC
Professional summary
Henry (hank) William Cleare, CFP®, who also goes by Hank William Cleare, Henry William Cleare, is a registered financial advisor currently at IFG ADVISORY, LLC located in Sunrise, Florida and LPL FINANCIAL LLC located in Sunrise, Florida.
Henry (hank) is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Henry (hank) has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Hank William Cleare | Henry William Cleare
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. 08/09/2011: Integrated Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 08/09/2011: EFS Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 2 Hours Per Month During Securities Trading - Sell fixed annuities. 3. 1/23/2014: Alliance Advisory Group, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance Trails Only - Time Spent 0% 4. 6/2/2017 - Financial Strategies Group, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2010 - 160 Hours Per Month/8 Hours During Securities Trading. 5. 09/13/2021 - No Business Name - Investment Related - Tavernier, FL 33070 - Real Estate Rental - Start Date: 06/01/2021 - 4 Hours Per Month/0 Hours During Securities Trading - I am a 1/6th owner of a house in the Florida keys. 6. 09/04/2024 - IFG Advisory, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/28/2017 - 40 Hours Per Month/ During Trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 08/2017. I expect to spend approximately 40 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. 7. 10/04/2024 - Financial Strategies Group, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2010 - 160 Hours per Month/ 8 Hours During Trading 8. 10/04/2024 - Penn Mutual Insurance Co. - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/15/2018 - 3 Hours per Month/ 3 Hours During Trading 9. 10/04/2024 - Vanbridge/The National Benefits Corporation - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/16/2015 - 5 Hours per Month/ 5 Hours During Trading 10. 12/16/2024: CommonWealth Annuity and Life Insurance Co - Investment Related - At Reported Business Location(s) - Non-Variable Insurance Trails Only - Start Date 01/01/2004 - 1 hour per month/ during trading
CRS (Client Relationship Summary) - RIA
Click below to view Henry (hank) William Cleare'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: 2006
Experience
Current
August 17, 2017 - Present
IFG ADVISORY, LLC
Office #1: 500 Sawgrass Corporate Parkway Suite 100, Sunrise, FL 33325RIA
CRD#: 168012
Sunrise, FL
Current
August 9, 2011 - Present
LPL FINANCIAL LLC
Office #1: 500 Sawgrass Corporate Pkwy Suite 100, Sunrise, FL 33325RIA
BD
CRD#: 6413
SUNRISE, FL
Past
December 6, 2017 - December 12, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
September 13, 2011 - December 5, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
December 5, 2003 - August 9, 2011
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
ATLANTA, GA
Past
December 1, 2003 - August 9, 2011
SECURITIES AMERICA, INC.
BD
CRD#: 10205
ATLANTA, GA
Past
May 2, 2003 - December 2, 2003
VERAVEST INVESTMENT ADVISORS, INC.
RIA
CRD#: 105796
ATLANTA, GA
Past
March 1, 2001 - December 2, 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
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
Alaska(4/10/2017)
RR
California(4/19/2023)
RR
Colorado(3/30/2017)
RR
Connecticut(9/9/2016)
RR
Florida(9/13/2011)
IAR
Florida(8/28/2017)
RR
Georgia(9/19/2011)
IAR
Georgia(3/20/2018)
RR
Indiana(3/11/2019)
RR
Maryland(5/13/2016)
RR
Massachusetts(8/18/2011)
RR
Mississippi(5/18/2016)
RR
Missouri(6/6/2023)
RR
New Jersey(8/9/2011)
RR
New Mexico(2/7/2014)
RR
New York(9/15/2011)
RR
North Carolina(8/9/2011)
RR
Ohio(3/10/2025)
RR
Pennsylvania(10/20/2017)
RR
South Carolina(9/7/2023)
RR
Tennessee(6/19/2012)
RR
Texas(11/16/2011)
IAR
Texas(8/17/2017)
RR
Virginia(10/6/2011)
RR
Washington(9/13/2011)
RR
Wyoming(4/4/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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#: 168012Sunrise, FL 33325TRUST BUT VERIFY
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