Best Investors Account Sign in

Carrie Irvin Wilson

Ifg Advisory, LLC

Atlanta, GA

Claim This Profile
Current Employers
Ifg Advisory, Llc

200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2017-06-06
  • GA RA
    APPROVED
    Since 2017-06-06

Branch Locations

200 Ashford Center North Suite 400, Atlanta, GA 30338 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Gainesville GA 05/2015 10/2016
Stribling-Whalen Financial Group Gainesville GA 05/2015 10/2016
Raymond James Financial Services Advisors Inc. Gainesville GA 08/2015 10/2016
Wells Fargo Clearing Services, Llc Gainesville GA 03/2017 06/2017
Homemaker Alto GA 10/2016 03/2017
Lpl Financial, Llc Alto GA 06/2017 Present
Ifg Advisory, Llc Alto GA 06/2017 Present
Previous Registrations
Other Businesses

1. 6/7/2017 - IFG ADVISORY, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 6/2/2017 - 10 Hours Per Month/1 Hour During Securities Trading - Time Spent 10% - I provide investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in June 2017. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 10/13/2021 - Integrated Financial Group (Services) - DBA: Integrated Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/07/2021 - 160 Hours Per Month/160 During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-15
S63 Uniform Securities Agent State Law Examination 2013-03-11
  • S66 Uniform Combined State Law Examination
    2013-04-15
  • S63 Uniform Securities Agent State Law Examination
    2013-03-11
Other Names
  • Carrie Irvin Wade
  • Carrie Renae Irvin
  • Carrie Irvin Wilson

View on SEC IAPD

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor