Sabrina Marie Gott Proano | Financial Professional | Alpharetta, Georgia

Professional summary

Sabrina Marie Gott Proano, who also goes by Sabrina Proano, Sabrina Marie Quillen, Sabrina Marie Taylor, is a registered financial advisor currently at IFG ADVISORY, LLC located in Alpharetta, Georgia and LPL FINANCIAL LLC located in Alpharetta, Georgia.

Sabrina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Sabrina has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sabrina Proano | Sabrina Marie Quillen | Sabrina Marie Taylor

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) 8/2021 - DBA for LPL Business (entity for LPL business) - Integrated Financial Group, LLC - Investment Related - Buford, GA 30519 2) 6/2014 - Non-Variable Insurance - Sabrina Gott Proano - Investment Related - Buford, GA 30519 3) 6/2014 - DBA for LPL Business (entity for LPL business) - Clear Blue Wealth - Investment Related - Buford, GA 30519 4) 9/20/2021 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/01/2021 - 120 Hours Per Month/30 Hours During Securities Trading - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 120 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) 02/22/2022 - Clear Blue Wealth- Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date - 01/24/2022- 10 Hours Per Month/ 2 Hours During Securities Trading. 6) 08/04/2023 - Be Charm'd - Not Investment Related - Home Based - Start Date 07/24/2023 - 20 Hours Per Month/ 0 Hours During Trading 7) 01/09/2024 - Senior Insurance Solutions - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 01/09/2024 - 20 Hours Per Month/ During Trading 8. 05/16/2024 - Modern Traditions Realty Group - Mortgage/Real Estate Services - Inv. Related - 3960 Plantation Mill Dr Buford GA 30519 - Start Date 05/09/2024 - Mortgage/Real Estate Services - 10hrs/mth 9) 06/06/2025 - HEGEMON GROUP INTERNATIONAL - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:05/16/2025 - 10 Hrs/Mth - 5 Hrs During Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sabrina Marie Gott Proano'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®

None

Experience

Current

September 2, 2021 - Present

IFG ADVISORY, LLC

Office #1: Deerfield Corporate Center 1 13010 Morris Rd, Suite 600, Alpharetta, GA 30004

RIA

CRD#: 168012

Alpharetta, GA

Current

August 31, 2021 - Present

LPL FINANCIAL LLC

Office #1: 13010 Morris Rd Ste 600, Alpharetta, GA 30004

RIA

BD

CRD#: 25574

BUFORD, GA

Past

June 13, 2006 - May 27, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD

CRD#: 19616

DACULA, GA

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
(7/26/2023)

RR

Arizona
(11/8/2021)

RR

Florida
(1/21/2025)

RR

Georgia
(8/31/2021)

IAR

Georgia
(9/2/2021)

RR

Illinois
(1/21/2025)

RR

Kentucky
(8/31/2021)

RR

Mississippi
(8/31/2021)

RR

Missouri
(1/21/2025)

RR

South Carolina
(8/31/2021)

RR

Texas
(8/31/2021)

IAR

Texas
(1/10/2022)

RR

Washington
(8/18/2022)

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.

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

Sabrina M. Gott Proano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sabrina Marie Gott Proano's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

CORECAP ADVISORS

CORECAP INVESTMENTS, LLC

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

CAPITAL CHOICE INVESTMENT ADVISERS, INC.

CCF INVESTMENTS, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

IFG ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/7/2012

Series 63

Date: 6/15/2006

SIE

Date: 10/1/2018

Series 7

Date: 4/19/2010

Series 6

Date: 6/12/2006

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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