AdFi
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Howard Neil Katz

Investment Adviser Representative at IFG ADVISORY, LLC

Atlanta, GACRD #2483404Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
32 yrs
States Registered
27 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 27 states
AlabamaArizonaCaliforniaColoradoDistrict of ColumbiaFloridaGeorgiaIllinoisIndianaIowaLouisianaMarylandMassachusettsMichiganNew JerseyNew YorkNorth CarolinaOklahomaPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasVirginiaWashingtonWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/27/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 6/2/1994
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/13/1997
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/25/1994

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
11/12/2014Atlanta, GA
LPL FINANCIAL LLC
1/2/201910/7/2020Atlanta, GA
LINCOLN FINANCIAL ADVISORS CORPORATION
3/4/200311/19/2014Atlanta, GA
LINCOLN FINANCIAL ADVISORS CORPORATION
6/19/200112/31/2002Atlanta, 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. Howard Neil Katz 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.

Howard Neil Katz - Financial Advisor in Atlanta, GA | AdvisorFinder