Unclaimed Profile

Crystal Grimail Epstein

IFG ADVISORY, LLC·ATLANTA, Georgia

SIE, Series 6, Series 6TO, Series 7, Series 24, Series 63, Series 66Clean record11 years registeredIFG ADVISORY, LLC

200 ASHFORD CENTER NORTH, ATLANTA, GA 30338CRD# 4878895Firm CRD# 168012

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Crystal Grimail Epstein · ATLANTA, GA

Registration

CRD #4878895 · IFG ADVISORY, LLC · 11 years registered

Brand Profile

Not yet started

Career History

IFG ADVISORY, LLC

May 2016 – present

LPL FINANCIAL LLC

Jan 2015 – present

LPL FINANCIAL LLC

Oct 2015 – Oct 2020

30097, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · January 20, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IFG ADVISORY, LLC

CRD 168012 · SEC 801-80184

AUM

$3.3B

Regulatory assets under management

Employees

161

12,190 client accounts

Services offered by IFG ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at IFG ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Crystal Grimail Epstein offer?

Crystal Grimail Epstein specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Crystal Grimail Epstein's credentials?

Crystal Grimail Epstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Crystal Grimail Epstein located?

Crystal Grimail Epstein is based in ATLANTA, Georgia, working with IFG ADVISORY, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Crystal Grimail Epstein charge for services?

Crystal Grimail Epstein's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IFG ADVISORY, LLC?

IFG ADVISORY, LLC has approximately 161 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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