Kelly Mathis Lee

Employer firm

Ifg Advisory, LLC CRD 168012

$4.76B regulatory AUM 298 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Gainesville, GA
• 11/2016 → 06/2017
  Wells Fargo Clearing Services, Llc
  Gainesville, GA
• 06/2017 → Present
  Lpl Financial, Llc
  Gainesville, GA
• 06/2017 → Present
  Ifg Advisory, Llc
  Gainesville, GA

Previous Registrations

• 2008-01-01 → 2017-06-02
  Wells Fargo Clearing Services, Llc
  Gainesville, GA
• 2004-09-23 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Gainesville, GA
  St. Louis, MO
  Gainesville, GA

Other Businesses

1.06/01/2017; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Strong, Gaddy, Lee Wealth Management Group /; Investment Related; at Reported Business Location(s); Start Date 04/06/2017; 600hrs/mth; 5hrs during trading 2.06/01/2017; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Integrated Financial Group /; Investment Related; at Reported Business Location(s); Start Date 04/06/2017; 0hrs/mth; 0hrs during trading 3.06/01/2017; Reeves Management - Family Owned Real Estate; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 04/06/2017; 0hrs/mth; 0hrs during trading 4.06/07/2017; IFG Advisory, LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 04/06/2017; 160hrs/mth; 6hrs during trading; 5.06/07/2017; IFG Advisory, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 04/06/2017; 160hrs/mth; 6.5hrs during trading; 6.10/15/2020; Plans in Action; Real Estate Rental; Investment Related; ; Start Date 10/13/2020; 2hrs/mth; 2hrs during trading 7.02/03/2023; IFG Advisory, LLC; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 01/25/2023; 150hrs/mth; 150hrs during trading; 8.04/19/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name SGL Wealth; Investment Related; at Reported Business Location(s); Start Date 04/14/2023; 160hrs/mth; 160hrs during trading 9.05/18/2026; no name yet waiting on OBA approval to pick name; Real Estate Rental; Not Investment Related; Gainesville,GA; Start Date 05/12/2026; 0hrs/mth; 0hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2004-09-22

Designations

• Certified Financial Planner

Other Names

• Kelly Reeves Mathis