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SG

Sabrina M. Gott Proano

IFG ADVISORY
Alpharetta, GA 30004
Some features on this profile are disabled
CRD#: 4674040
SG

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.
The advisor shows no other business activity.

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#: 6413
Alpharetta, GA
Past

November 17, 2025 - November 26, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
BUFORD, GA
Past

November 26, 2019 - September 1, 2021

CORECAP ADVISORS

RIA
CRD#: 158819
Buford, GA
Past

November 8, 2019 - September 1, 2021

CORECAP INVESTMENTS, LLC

BD
CRD#: 37068
Greensboro, GA
Past

June 21, 2017 - November 22, 2019

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
Buford, GA
Past

June 21, 2017 - November 22, 2019

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

February 22, 2016 - June 21, 2017

CAPITAL CHOICE INVESTMENT ADVISERS, INC.

RIA
CRD#: 145932
Buford, GA
Past

July 11, 2014 - June 21, 2017

CCF INVESTMENTS, INC.

BD
CRD#: 136571
GREENSBORO, GA
Past

October 1, 2012 - February 25, 2014

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
BUFORD, GA
Past

October 1, 2012 - February 25, 2014

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
BUFORD, GA
Past

June 12, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
BUFORD, GA
Past

June 21, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

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
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 | 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
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
(1/22/2026)
RR
Kentucky
(1/21/2026)
RR
South Carolina
(8/31/2021)
RR
Texas
(8/31/2021)
IAR
Texas
(1/10/2022)
RR
Washington
(8/18/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/7/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/15/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/19/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/12/2006
Investment Company Products/Variable Contracts Representative Examination
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 | 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 | 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)
PREMIUM
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Contact information

Main Address
200 Ashford Center North Suite 400, Atlanta, GA 30338
Mailing Address
Phone number
(770) 353-6400
Established
Firm type
Fiscal year end
# of Employees
187

SEC notice filing (42 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts14,619
AUM (Assets Under Management)$ 4,759,187,483

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#: 168012Alpharetta, GA 30004

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