Natalie Litchfield has been an investment adviser representative at Ifc and Insurance Marketing since January 2017, and is not listed among the firm’s executive officers or direct owners.
Ifc and Insurance Marketing, Inc. is an Auburn, CA firm with $173M under management, 1,050 clients and 7 advisers across 4 offices, as of its June 2026 filing.
Natalie Litchfield is Wealth Advisor of Integrated Financial Concepts (IFC). She has been a Financial Advisor since 2011, joined IFC in 2017, and specializes in financial planning and investment management.
Natalie Litchfield’s longest registration is the current one, 9 years at Ifc and Insurance Marketing since 2017. Before joining Ifc and Insurance Marketing in 2017, Natalie Litchfield was registered through Edward Jones.
- Edward Jones– · 4 yearsauburn, CA · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Natalie Litchfield is registered as an investment adviser representative in California, since January 2017.
- CaliforniaSince 9 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 January 2017 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 December 2012 |
| Series 7 | General Securities Representative Examination | 20 November 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6125229
- Firm
- Ifc and Insurance Marketing · CRD 283976
- Office
- 102 EL DORADO ST., Auburn, CA 95603
- Registration
- Investment adviser registration
- In the industry since
- November 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ifcins.com
Where does Natalie Litchfield work?
Natalie Litchfield is an investment adviser representative registered through Ifc and Insurance Marketing, Inc. since January 2017, and is not listed among the firm’s executive officers or direct owners.
Is Natalie Litchfield a financial advisor?
Yes. Natalie Litchfield has a current investment-adviser registration in California, through Ifc and Insurance Marketing since January 2017.
How many years of experience does Natalie Litchfield have?
Natalie Litchfield has 13 years in the financial industry, since November 2012, across 2 adviser firms.
What exams has Natalie Litchfield passed?
Natalie Litchfield has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in November 2012. FINRA credited Natalie Litchfield with the SIE, which began in October 2018.
Where did Natalie Litchfield work before Ifc and Insurance Marketing?
Before Ifc and Insurance Marketing, Natalie Litchfield was registered through Edward Jones, December 2012 to January 2017.
Where is Natalie Litchfield based?
Natalie Litchfield’s registered office is in Auburn, CA.
Is Natalie Litchfield registered with FINRA?
No. Natalie Litchfield has no current broker registration.
How can I verify Natalie Litchfield’s record?
Search CRD 6125229 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Natalie Litchfield’s full registration record.
