Crystal Epstein, AIF®

Chief Compliance Officer

As Chief Compliance and Risk Officer, Crystal oversees the department, including advisory operations, trading, processes and procedures, client support, and ensuring IFG complies with all ERISA, FINRA and SEC rules and regulations.

Crystal loves spending time with her son Miles, daughter Mila, and dog Abby outside, playing or going on family hikes. When she does have time to herself, she enjoys hanging out with friends and exploring Georgia or working in her yard.

AREAS OF EXPERTISE

  • FINRA & SEC rules and regulation
  • Compliance Supervision
  • Advisor Support and Operations
  • Trading
  • Creating processes and procedures

EDUCATION/CERTIFICATION

  • BB.A Business Administration/Finance, University of Florida
  • The Accredited Investment Fiduciary® (AIF®) Designation

Crystal Epstein, AIF®

Chief Compliance Officer

As Chief Compliance and Risk Officer, Crystal oversees the department, including advisory operations, trading, processes and procedures, client support, and ensuring IFG complies with all ERISA, FINRA and SEC rules and regulations.

Crystal loves spending time with her son Miles, daughter Mila, and dog Abby outside, playing or going on family hikes. When she does have time to herself, she enjoys hanging out with friends and exploring Georgia or working in her yard.

AREAS OF EXPERTISE

  • FINRA & SEC rules and regulation
  • Compliance Supervision
  • Advisor Support and Operations
  • Trading
  • Creating processes and procedures

EDUCATION/CERTIFICATION

  • BB.A Business Administration/Finance, University of Florida
  • The Accredited Investment Fiduciary® (AIF®) Designation

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.