Robert Evan Bethards
Investment adviser representative at Ifg Advisory, LLC
11 yearsExperience
1 stateRegistered in
$4.8BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Ifg Advisory, LLCSep 2023 to now
- Ifg Advisory, LLC d/b/a Gary Alpert Financial StrategiesAug 2023 to now
- LPL FinancialAug 2023 to now
- Woodbury Financial Services Inc d/b/a Aventurine Wealth MgmtApr 2018 to Aug 2023
- Quay Financial Group, Inc.Oct 2015 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (GA).
Ifg Advisory, LLC
$4.8BAssets managed
9,202Clients
109Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6575983
- Firm CRD
- 168012