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Donald Warren Patrick

Investment Adviser Representative at IFG ADVISORY, LLC

Tybee Island, GACRD #1163392Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
43 yrs
States Registered
12 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 12 states
CaliforniaFloridaGeorgiaMassachusettsNew JerseyNew YorkNorth CarolinaOhioOklahomaSouth CarolinaTexasWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/9/1990
Series 63
Uniform Securities Agent State Law Examination
Passed 8/31/1983
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 8/25/2010
Series 7
General Securities Representative Examination
Passed 7/16/1983
Series 51
Municipal Fund Securities Principal Examination
Passed 4/28/2003
Series 24
General Securities Principal Examination
Passed 2/25/1998

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 – $249,999.992.00%
$250,000 – $499,999.991.75%
$500,000 – $749,999.991.65%
$750,000 – $1,249,999.991.40%
$1,250,000 – $1,999,999.991.25%
$2,000,000 – $4,999,999.991.15%
$5,000,000+1.00%
Source

IFG Advisory, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

IFG ADVISORY, LLCCurrent
7/29/2013Tybee Island, GA
LPL FINANCIAL LLCCurrent
8/9/2011Tybee Island, GA
LPL FINANCIAL LLC
2/9/20178/26/2022Atlanta, GA
LPL FINANCIAL LLC
8/9/20119/8/2016Atlanta, GA
IFG ADVISORY, LLC
7/29/20138/28/2014Atlanta, GA
SECURITIES AMERICA ADVISORS, INC.
12/19/20038/11/2011Atlanta, GA
VERAVEST INVESTMENT ADVISORS, INC.
4/8/200312/19/2003Atlanta, GA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Donald Warren Patrick has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Donald Warren Patrick - Financial Advisor in Tybee Island, GA | AdvisorFinder