TB

Timothy Warren Bennett

IFG ADVISORY

Greer, SC

·CRD# 4394654·25 years experience

Professional Summary

Timothy Warren Bennett, who also goes by Tim Bennett, Timothy Bennett, is a registered financial advisor currently at IFG ADVISORY, LLC located in Greer, South Carolina and LPL FINANCIAL LLC located in Easley, South Carolina. Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Timothy has worked at 7 firms and has passed the Series 65, Series 66, Series 63, Series 6TO, SIE,...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tim Bennett, Timothy Bennett

Blog Corner

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

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

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Years of Experience

25 years in the financial services industry

Current & Past Employments

IFG ADVISORY, LLC·CRD# 168012

RIA

1. 56 Parkway Common Way, Greer, SC 296502. Easley, SC

December 10, 2025 - Present

LPL FINANCIAL LLC·CRD# 6413

RIA

BD

Easley, SC

December 8, 2025 - Present

MOMENTUM INDEPENDENT NETWORK INC.·CRD# 17587

RIA

Easley, SC

November 16, 2018 - December 8, 2025

MOMENTUM INDEPENDENT NETWORK INC.·CRD# 17587

BD

Easley, SC

November 16, 2018 - December 8, 2025

WADDELL & REED·CRD# 866

RIA

Yardley, PA

April 17, 2009 - November 21, 2018

WADDELL & REED·CRD# 866

BD

Yardley, PA

April 17, 2009 - November 21, 2018

CITIGROUP GLOBAL MARKETS INC.·CRD# 7059

RIA

Reno, NV

September 30, 2004 - May 7, 2009

CITIGROUP GLOBAL MARKETS INC.·CRD# 7059

BD

Reno, NV

September 27, 2004 - May 7, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691

BD

New York, NY

January 15, 2002 - September 28, 2004

BANC OF AMERICA SECURITIES LLC·CRD# 26091

BD

New York, NY

July 12, 2001 - October 18, 2001

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Current Firm

IA

IFG ADVISORY, LLC

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

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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. 12/2025 - Highlands Wealth Group - DBA for LPL Business (entity for LPL business) - Investment Related - 35 Hour(s)/Month - 5 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 12/8/2025 2. 12/2025 - Bennett Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Easley, SC - OBA Start Date: 08/24/2024 3. 12/26/2025 - IFG Advisory LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/08/2025 - 35 hours per month/ 6 hours during trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 12/. I expect to spend approximately 35 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. 4. 01/12/2026 - Bennett Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Not investment Related - At Reported Business Location(s) - Start Date 08/24/2024 - 0 hours per month/ during 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

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

Alabama
(12/8/2025)

RR

California
(12/8/2025)

RR

Florida
(12/8/2025)

RR

Iowa
(12/8/2025)

RR

Montana
(12/12/2025)

RR

Nevada
(12/8/2025)

RR

North Carolina
(12/8/2025)

RR

Pennsylvania
(12/8/2025)

RR

South Carolina
(12/8/2025)

IAR

South Carolina
(12/10/2025)

RR

Texas
(12/8/2025)

IAR

Texas
(12/10/2025)

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.