Karen
Johnson

Ifs Advisory, LLC

CRD#1747329
Investment Advisor
in Atlanta, GA
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About this Advisor

Karen Johnson is an advisor who is based in Atlanta, Georgia. Currently an advisor with Ifs Advisory, LLC, they have gathered 13 years of practice in the financial advisory industry. Johnson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Johnson is able to work with investors based out of Georgia. Throughout their career, they have worked at Dunlop Investments and Divine Capital Markets LLC. Ifs Advisory, LLC is based out of Atlanta, Georgia, and has 11 locations in the United States. Overall, Ifs Advisory, LLC manages $269 million in assets across 1,065 client accounts and employs more than 60 people. The firm's total assets under management places it among the mid-sized investment advisory firms in the nation. The firm manages 659 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. 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 63, Series 65, Chartered Financial Analyst

Years of Experience

13 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

Karen Johnson Work History

Karen has 13 years of experience.

2011 - Present (8 years)

Divine Capital Markets LLC

2005 - 2011 (6 years)

Dunlop Investments

Disclosures

Karen Johnson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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