Terrell Clayton Boone | Financial Professional | Greer, South Carolina

Professional summary

Terrell Clayton Boone, who also goes by Terrell C Boone, is a registered financial advisor currently at IFG ADVISORY, LLC located in Greer, South Carolina and LPL FINANCIAL LLC located in Greer, South Carolina.

Terrell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Terrell has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Terrell C Boone

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. 1/11/2021 - Highlands Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1/2021 - Time Spent 90%. 2. 1/11/2021 - Integrated Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 3. 1/12/2021 - IFG Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR 0 Started 1/2021 - 140 Hours Per Month/7 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 01/2021. I expect to spend approximately 140 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. 1/12/2021 - IFG Advisory, LLC - DBA: (Hybrid) Highlands Wealth Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 1/2021 - 140 Hours Per Month/7 Hours During Securities Trading - Time Spent 90%.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrell Clayton Boone'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

January 11, 2021 - Present

IFG ADVISORY, LLC

Office #1: 56 Parkway Commons Way, Greer, SC 29650

RIA

CRD#: 168012

Greer, SC

Current

January 11, 2021 - Present

LPL FINANCIAL LLC

Office #1: 56 Parkway Commons Way, Greer, SC 29650Office #2: 280 Commonwealth Dr, Greenville, SC 29615

RIA

BD

CRD#: 13318

TAMPA, FL

Past

June 19, 2008 - September 30, 2009

SIGNATOR INVESTORS, INC.

BD

CRD#: 468

TAMPA, FL

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

Florida
(1/11/2021)

RR

Georgia
(7/9/2024)

RR

Kentucky
(12/23/2024)

RR

North Carolina
(1/29/2021)

RR

Ohio
(4/12/2023)

RR

South Carolina
(1/11/2021)

IAR

South Carolina
(1/11/2021)

RR

Texas
(12/23/2024)

RR

Virginia
(3/31/2023)

RR

Washington
(1/11/2021)

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

Terrell C. Boone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrell Clayton Boone's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

SECURITIES SERVICE NETWORK, LLC

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

IFG ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/11/2010

SIE

Date: 10/1/2018

Series 7

Date: 2/19/2010

Series 6

Date: 6/18/2008

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

Contact information

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