Unclaimed Profile

Patrick Ronald Wrenn

IFG ADVISORY, LLC·ATLANTA, Georgia

SIE, Series 7, Series 24, Series 31, Series 66Clean record22 years registeredIFG ADVISORY, LLC

200 ASHFORD CENTER NORTH, ATLANTA, GA 30338CRD# 4606729Firm CRD# 168012

Profile Verification

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

Identity

Patrick Ronald Wrenn · ATLANTA, GA

Registration

CRD #4606729 · IFG ADVISORY, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IFG ADVISORY, LLC

LPL FINANCIAL LLC

Aug 2011 – Dec 2013

ATLANTA, GA

SECURITIES AMERICA ADVISORS, INC.

Dec 2003 – Aug 2011

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 66

Registration record

First registered · December 11, 2003

Years registered · 22

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 Patrick Ronald Wrenn offer?

Patrick Ronald Wrenn specializes in Financial Planning, Investment Management.

What are Patrick Ronald Wrenn's credentials?

Patrick Ronald Wrenn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Ronald Wrenn located?

Patrick Ronald Wrenn is based in ATLANTA, Georgia, last registered with IFG ADVISORY, LLC.

How does Patrick Ronald Wrenn charge for services?

Patrick Ronald Wrenn'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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