Kelly
Lee

Ifg Advisory, LLC

CRD#4828395
Investment Advisor
in Atlanta, GA
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About this Advisor

Kelly Lee is a certified financial planner operating out of Atlanta, Georgia, who has been in the advisory business for 10 years. Lee works at Ifg Advisory, LLC. Over the course of their career, they have held roles at Wells Fargo Clearing Services, LLC, Ifg Advisory, LLC, Wachovia Securities, LLC, Wells Fargo Advisors LLC and Lpl Financial, LLC. Lee holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Georgia, Texas and Louisiana. Ifg Advisory, LLC is an advisory firm that has its headquarters in Atlanta, Georgia. It has offices in 30 locations and a total of 139 advisors. It administers $2 billion in assets under management across its 9,783 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 10 charitable organizations. Of its 9,783 customer accounts, just 7% are associated with high-net-worth individuals who have at least $1 million in assets. The business offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees depend on the type of services offered. However, fees billed by Ifg Advisory, LLC most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

200 Ashford Center North Suite 400
Atlanta, GA 30338

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Ifg Advisory, LLC Brokerage Details

Total Assets Under Management

$1,439,108,463

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

125

GA Average: 58
Total Number of Accounts

7,257

GA Average: 1,608
Average Account Size

$198,306

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kelly Lee Work History

Kelly has 10 years of experience.

2017 - Present (2 years)

Ifg Advisory, LLC

2017 - Present (2 years)

Lpl Financial, LLC

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 year)

Wachovia Securities, LLC

Disclosures

Kelly Lee has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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