Privacy Policy

Integrated Financial Group
Privacy Statement

Integrated Financial Group (IFG) is a consortium of independent financial planners from across the country who believe in the power of collective resources to better serve their clients. IFG cares about the security and privacy of our client’s personal information and our goal is to be as transparent as possible about the data we collect, with whom we share this data, and how this data is used.

Every member of the consortium is supervised by LPL Financial, member FINRA/SIPC and/or IFG Advisory, LLC, a registered investment adviser. LPL Financial and IFG Advisory, LLC are separate entities with separate Privacy Policies which can be found under the following links: LPL Financial, IFG Advisory, LLC.

A Privacy Policy describes the ways a firm collects, stores, uses, discloses, and protects your personal information. We use the term “personal information” to describe information that can be associated with you and can be used to identify you. Personal information does not include information that does not identify a specific person or that is publicly available. You agree to the practices regarding your personal information described in these Privacy Policies when you use the services at LPL Financial or IFG Advisory, LLC.

LPL and IFG Advisory, LLC also have Written Information Security Programs that contain administrative, technological, and physical components to assure client privacy. Our Advisors and staff receive training on these Programs and on Cybersecurity Policies.

Questions? Contact our Chief Compliance and Risk Officer, Crystal Epstein, at 770-353-6331 or email at


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Securities and Advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment adviser or IFG Advisory, LLC, a registered investment adviser. 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.