Carmen Schuck, FPQP®

Client Service Supervisor – Advisor Support Advocate Program

Carmen’s goal is to support the needs of advisors at IFG as the Client Service Supervisor. She supervises the Advisor Support Advocate Program and aids in the administrative needs of advisors and manages various special projects designed to keep business running executively. She also assists in onboarding new advisors to IFG & LPL with training and repapering their accounts. She aims to provide excellent service in a timely manner. She enjoys learning and growing with each new experience. Her goal is to alleviate the administrative tasks allowing advisors to focus on servicing their clients.

Carmen grew up in Georgia in a house full of Georgia Tech fanatics. Carmen and her husband, Nick, live in Jacksonville, FL, with their two cats. She enjoys all things “entertainment” (i.e., movies, music, musicals/plays, books, TV). However, when she can find her spare time, she also appreciates exploring her more artsy side.

AREAS OF EXPERTISE

  • Administrative Support
  • Project Management
  • ClientWorks
  • RedTail
  • Onboarding/Transition Specialist

EDUCATION/CERTIFICATION

  • BB.A Business Management with a Minor in Marketing, Kennesaw State University
  • Joel A. Katz Music and Entertainment Business Certificate, Kennesaw State University
  • Financial Paraplanner Qualified Professional designation, College of Financial Planning

Carmen Schuck, FPQP®

Senior Advisor Support Advocate

Carmen’s goal is to support the needs of advisors at IFG as the Client Service Supervisor. She supervises the Advisor Support Advocate Program and aids in the administrative needs of advisors and manages various special projects designed to keep business running executively. She also assists in onboarding new advisors to IFG & LPL with training and repapering their accounts. She aims to provide excellent service in a timely manner. She enjoys learning and growing with each new experience. Her goal is to alleviate the administrative tasks allowing advisors to focus on servicing their clients.

Carmen grew up in Georgia in a house full of Georgia Tech fanatics. Carmen and her husband, Nick, live in Jacksonville, FL, with their two cats. She enjoys all things “entertainment” (i.e., movies, music, musicals/plays, books, TV). However, when she can find her spare time, she also appreciates exploring her more artsy side.

AREAS OF EXPERTISE

  • Administrative Support
  • Project Management
  • ClientWorks
  • RedTail
  • Onboarding/Transition Specialist

EDUCATION/CERTIFICATION

  • BB.A Business Management with a Minor in Marketing, Kennesaw State University
  • Joel A. Katz Music and Entertainment Business Certificate, Kennesaw State University
  • Financial Paraplanner Qualified Professional designation, College of Financial Planning

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

TOP 25 FIRM
2004-2020

Top Ranked Workplace
2015-2021

Top 25 Firm
2004-2020

TOP RANKED WORKPLACE
2015-2021

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.