CE
Crystal G. Epstein
IFG ADVISORY
Atlanta, GA 30338
Some features on this profile are disabled
CRD#: 4878895
CE
Professional summary
Crystal Grimail Epstein, AIF®, who also goes by Crystal Lee Grimail, Crystal Grimail, Crystal Grimail Woleben, Crystal Woleben, is a registered financial advisor currently at IFG ADVISORY, LLC located in Atlanta, Georgia and LPL FINANCIAL LLC located in Atlanta, Georgia.
Crystal is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Crystal has worked at 4 firms and has passed the Series 66, Series 63, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Crystal Lee Grimail | Crystal Grimail | Crystal Grimail Woleben | Crystal Woleben
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. 10/15/2014 - Crystal Epstein - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported business location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 2. 06/06/2016 - IFG Advisory LLC - Registered Investment Advisor Hybrid - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading. 3. 04/30/2025 - Crystal Epstein - Other - journals - Not Investment Related - Home based - STart Date: 04/28/2025 - 20 Hrs/Mth - 0 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Crystal Grimail Epstein'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®
Experience
Current
May 4, 2016 - Present
IFG ADVISORY, LLC
Office #1: 200 Ashford Center North Suite 400, Atlanta, GA 30338RIA
CRD#: 168012
Atlanta, GA
Current
January 20, 2015 - Present
LPL FINANCIAL LLC
Office #1: 200 Ashford Center N, Ste 400, Atlanta, GA 30338RIA
BD
CRD#: 6413
Atlanta, GA
Past
October 1, 2015 - October 6, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
30097, GA
Past
September 8, 2009 - July 9, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
RICHMOND, VA
Past
January 15, 2009 - September 8, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
RICHMOND, VA
Past
January 26, 2005 - July 2, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
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
Alabama(3/4/2016)
RR
Alaska(3/4/2016)
RR
Arizona(3/4/2016)
RR
Arkansas(3/4/2016)
RR
California(3/4/2016)
RR
Colorado(3/4/2016)
RR
Connecticut(3/4/2016)
RR
Delaware(9/19/2017)
RR
District of Columbia(3/4/2016)
RR
Florida(3/4/2016)
RR
Georgia(4/23/2015)
IAR
Georgia(5/4/2016)
RR
Hawaii(3/4/2016)
RR
Idaho(3/4/2016)
RR
Illinois(3/4/2016)
RR
Indiana(3/4/2016)
RR
Iowa(3/4/2016)
RR
Kansas(3/4/2016)
RR
Kentucky(3/4/2016)
RR
Louisiana(3/4/2016)
RR
Maine(3/4/2016)
RR
Maryland(3/4/2016)
RR
Massachusetts(3/4/2016)
RR
Michigan(3/4/2016)
RR
Minnesota(3/4/2016)
RR
Mississippi(3/4/2016)
RR
Missouri(3/4/2016)
RR
Montana(3/4/2016)
RR
Nebraska(3/8/2016)
RR
Nevada(3/4/2016)
RR
New Hampshire(3/4/2016)
RR
New Jersey(3/4/2016)
RR
New Mexico(3/4/2016)
RR
New York(3/4/2016)
RR
North Carolina(3/7/2016)
RR
North Dakota(3/4/2016)
RR
Ohio(3/4/2016)
RR
Oklahoma(3/4/2016)
RR
Oregon(3/4/2016)
RR
Pennsylvania(3/4/2016)
RR
Rhode Island(3/4/2016)
RR
South Carolina(3/4/2016)
RR
South Dakota(3/29/2018)
RR
Tennessee(12/31/2018)
RR
Texas(3/4/2016)
RR
Utah(3/4/2016)
RR
Vermont(7/6/2018)
RR
Virginia(3/4/2016)
RR
Washington(3/4/2016)
RR
West Virginia(3/4/2016)
RR
Wisconsin(3/4/2016)
RR
Wyoming(3/4/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
