Christine
Tang

Ifs Advisory, LLC

CRD#4774839
Investment Advisor
in Atlanta, GA
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About this Advisor

Christine Tang is a certified financial planner who works in Atlanta, Georgia, with a total of 14 years of financial industry experience. Tang currently works for Ifs Advisory, LLC. Their career trajectory has included roles at First Allied Securities, First Allied Advisory Services, Inc, Ifs Advisory and Ifs Securities. Tang holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Ifs Advisory, LLC is an advisory business headquartered in Atlanta, Georgia. The company has offices in 11 locations and a total of 60 people on staff. It oversees $269 million in total assets among its 1,065 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,065 customer accounts, just 3% are held by high-net-worth individuals who have more than $1 million in assets. The firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually depend on which services the firm provides the client. Fee types billed by Ifs Advisory, LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 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

Yes

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

Christine Tang Work History

Christine has 14 years of experience.

2018 - Present (1 years)

Ifs Advisory

2018 - Present (1 years)

Ifs Securities

2012 - 2018 (6 years)

First Allied Advisory Services, Inc

2004 - 2018 (14 years)

First Allied Securities

Disclosures

Christine Tang has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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