Halie Vann Hinchey Gray, CFP | Financial Professional | Fayetteville, Georgia

Professional summary

Halie Vann Hinchey Gray, CFP®, who also goes by Halie Vann Hinchey, Halie Hinchey, Halie Vann Hinchey Gray, is a registered financial advisor currently at IFG ADVISORY, LLC located in Fayetteville, Georgia and LPL FINANCIAL LLC located in Mcdonough, Georgia.

Halie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Halie has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Halie Vann Hinchey | Halie Hinchey | Halie Vann Hinchey Gray

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. 2/4/2020 - Integrated Financial Partners, INC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100% 2. 2/17/2020 - IFG Advisory LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Started 02/03/2015 - 160 Hours Per Month/8 Hours During Securities Trading - I provide administrative support to IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 02/2015. I expect to spend approximately 160 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. 3. 10/2016 - Halie Hinchey -investment-related - McDonough, GA - insurance products - 10%/month - insurance sales 4. 4/13/2021 - HVH Financial LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Owner - Start Date: 2/4/2021 - 5 Hours Per Month/0 Hours During Securities Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Halie Vann Hinchey Gray'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®

CFP^®

Certified Financial Planner

Experience

Current

January 27, 2021 - Present

IFG ADVISORY, LLC

Office #1: 1240 Hwy 54 West Suite 405, Fayetteville, GA 30214Office #2: 2330 Patrick Henry Pkwy Suite 150, Mcdonough, GA 30253

RIA

CRD#: 168012

Fayetteville, GA

Current

March 5, 2020 - Present

LPL FINANCIAL LLC

Office #1: 2330 Patrick Henry Pkwy #150, Mcdonough, GA 30253

RIA

BD

CRD#: 6413

Mcdonough, 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
(1/24/2024)

RR

Georgia
(7/15/2020)

IAR

Georgia
(1/27/2021)

RR

Nevada
(7/11/2025)

RR

North Carolina
(1/17/2025)

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.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 7/15/2020

Uniform Combined State Law Examination

General Industry/Product Exam

RR

Series 7TO

Date: 3/5/2020

General Securities Representative Examination

General Industry/Product Exam

RR

SIE

Date: 12/20/2019

Securities Industry Essentials Examination

SRO Registrations

RR

FINRA

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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Firm Stability Insights

Halie V. Gray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Halie Vann Hinchey Gray's CRS (Customer Relationship Summary).

Certified licenses

Experience

IFG ADVISORY, LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

IFG ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/15/2020

Series 7TO

Date: 3/5/2020

SIE

Date: 12/20/2019

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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