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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Irvin Wilson is a registered investment advisor representative with IFG Advisory, LLC based in Atlanta, Georgia. Carrie has been in the financial services industry since 2013, holding previous roles at Wells Fargo Advisors, LLC and Raymond James Financial Services, Inc. Carrie holds FINRA Series 7 and 66 licenses, as well as the SIE exam. Carrie provides financial planning, portfolio management, and educational seminars to individual investors, businesses, pension plans, and charitable organizations. Carrie has experience working with high-net-worth individuals, and her practice focuses on providing personalized investment advice and strategies for a wide range of clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
06/06/2017 - Present
IFG Advisory, LLC (ATLANTA GA)
GA
04/05/2017 - 06/02/2017
WELLS FARGO CLEARING SERVICES, LLC (GAINESVILLE GA)
GA
05/01/2015 - 11/16/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (GAINESVILLE GA)
GA
12/12/2012 - 05/04/2015
WELLS FARGO ADVISORS, LLC (GAINESVILLE GA)
BOTH
Issued 04/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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