UBS Financial Services
47yrs
Top 1% by experience in Atlanta
32yrs
R. Smith is a fiduciary financial advisor in Atlanta, Georgia, with 32 years in the industry. R. joined IFG Advisory in 2014, after less than a year at Questar Asset Management and a year at Usallianz Securities. IFG Advisory offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience32 years (since 1995)
How that compares ?Top 14% by experience in Atlanta
Office200 Ashford Center North Suite 400, Atlanta, GA 30338
FirmIFG Advisory
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$506,517
Advisors at the firm105
States licensed ?2 states
Services through IFG Advisory
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowIFG Advisory, LLCCurrent firm
- Apr 2014 – Jun 2014Questar Asset Management, Inc.Previously
- May 2005 – Jun 2006Usallianz Securities, Inc.Previously
Contact R. Mark
(770) 353-6400IFG Advisory main office 200 Ashford Center North Suite 400Atlanta, GA 30338Office · Get directions LinkedIn pageIFG Advisory
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Questions to ask R. Mark
Tailored to R. Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About R. Mark
How do I contact R. Mark?
Call IFG Advisory at (770) 353-6400 and ask for R. Smith. R. Mark works from the Atlanta, GA office.
How long has R. Mark been a financial advisor?
R. Mark has been in the industry since 1995, about 32 years. Top 14% by experience in Atlanta.
What licenses does R. Mark hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is R. Mark a fiduciary?
R. Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is R. Mark paid?
IFG Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask R. Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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