Ira Group, Inc
About this Advisor
Lauren Monce is a financial advisor working out of Atlanta, Georgia, who has been in the financial industry for 14 years. Monce is an employee of Ira Group, Inc. Over the course of their career, they have held roles at Carter Terry & Company Inc, Franklin Templeton Investments, Eckerd College, Trinity College and Lyman Memorial High School. Monce maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Georgia. Ira Group, Inc is a company that has its headquarters in Atlanta, Georgia. It manages $10 billion in total assets between its 532 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises five charities and foundations. Of its 532 customer accounts, 35% are held by high-net-worth clients who have at least $1 million in assets. The firm offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. A financial advisor's fees largely depend on the financial services offered. However, fee types charged by Ira Group, Inc most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ira Group, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Lauren Monce Work History
Lauren has 14 years of experience.
Carter Terry & Company Inc
Franklin Templeton Investments
Lyman Memorial High School
Lauren Monce has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ira Group, Inc
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact firstname.lastname@example.org.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.