Integrated Financial Group

 
 

Integrated Financial Group

Carolina Planning Consultants Joins The Brain Trust

In January 2016 Carolina Planning Consultants affiliated with the Integrated Financial Group (IFG), a consortium of independent financial planners dedicated to leading the fiduciary standard for investment and wealth management. On a day-to-day basis, IFG’s distinctive culture encourages members collaborate and share ideas. It’s called the Brain Trust, where the wisdom and experience of tenured advisors is integrated with fresh, new ideas from younger ones. Since 2003, IFG has fostered this environment and at the same time offered premium business support services, regulatory compliance oversight, business consulting, and professional coaching to help advisors reach their full potential. Integrated Financial Group’s 80+ advisor members own businesses across 11 states totaling over $2.2 billion in brokerage and advisory assets through LPL Financial and over $1.4 billion in assets under management through its separate registered investment advisor, IFG Advisory, LLC as of 3/1/17.

BRAIN TRUST VIDEO

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Financial planning and advisory services offered through IFG Advisory, a registered investment advisor. Securities offered through LPL Financial, member FINRA / SIPC

Carolina Planning Consultants, Integrated Financial Group and IFG Advisory are separate entities from LPL Financial. The LPL registered representatives of Carolina Planning Consultants may only discuss securities or transact business with persons who are residents of CT, FL, GA, IN, ME, NC, NJ, NY, OH, OR, SC, VA, VT. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

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