Barbara
Kice

Ifs Advisory, LLC

CRD#4379412
Investment Advisor
in Atlanta, GA
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About this Advisor

Barbara Kice is a certified financial planner who lives in Atlanta, Georgia. Currently a registered investment advisor at Ifs Advisory, LLC, they have accumulated 15 years of professional experience. Kice maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Kice is able to serve investors based out of Kansas. Over the course of their career, Kice has held roles at Raymond James Financial Services. Inc, Entertainment Leisure, LLC, Raymond James Financial Services Advisors, Inc, Cantella & Co, Inc, Ifs Securities and Zeiders. Ifs Advisory, LLC is headquartered in Atlanta, Georgia, and operates out of 11 additional brick-and-mortar locations in the country. As a company, Ifs Advisory, LLC manages $269 million in assets throughout 1,065 client accounts and employs more than 60 people. The firm's total assets under management places it among the mid-sized financial advisory firms in the United States. The firm manages 659 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Ifs Advisory, LLC can provide financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3414 Peachtree Rd Ne Suite 1020
Atlanta, GA 30326-1184

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Ifs Advisory, LLC Brokerage Details

Total Assets Under Management

$600,704,717

GA Average: $3,570,121,308
Total Number of Employees

63

GA Average: 58
Total Number of Accounts

1,675

GA Average: 1,608
Average Account Size

$358,630

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Barbara Kice Work History

Barbara has 15 years of experience.

2014 - Present (5 years)

Zeiders

2013 - Present (6 years)

Ifs Securities

2010 - 2013 (3 years)

Cantella & Co, Inc

2009 - 2010 (1 year)

Raymond James Financial Services Advisors, Inc

2005 - 2009 (4 years)

Entertainment Leisure, LLC

2003 - 2010 (7 years)

Raymond James Financial Services. Inc

Disclosures

Barbara Kice has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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