Ifg Advisory, LLC
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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
Years of Experience
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Ifg Advisory, LLC Brokerage Details
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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
Kelly Lee Work History
Kelly has 10 years of experience.
Ifg Advisory, LLC
Lpl Financial, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wachovia Securities, LLC
Kelly Lee has no disclosures.
Please visit their SEC profile for more details.