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Jeffrey Raymond Cordell

IFG Advisory, LLC

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About Jeffrey Raymond Cordell

Jeffrey Raymond Cordell is a registered Investment Advisor representative in Georgia. He has been in the securities industry since 2006. Jeffrey Raymond Cordell is associated with IFG Advisory, LLC. Jeffrey Raymond Cordell has also been previously employed at Waddell & Reed. IFG Advisory, LLC is a Registered Investment Advisor firm. They provide financial planning services to individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans. The firm also offers educational seminars and selection of other advisors.

Firm Information

Jeffrey Cordell is currently registered with IFG Advisory, LLC. IFG Advisory, LLC is an investment advisory firm headquartered in Atlanta, Georgia with 87 investment advisor representatives, 75 investment advisory functions, and 79 registered representatives. They manage approximately $3.25 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Their advisory services include financial planning, pension consulting, educational seminars, and selection of other advisors. They also offer portfolio management services for individuals and participate in wrap fee programs.
IFG Advisory, LLC

200 ASHFORD CENTER NORTH

ATLANTA, GA 30338

$3.25B

Assets Under Management

117

Total Clients

83

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Cordell’s Registration & Firm History

GA

07/26/2016 - Present

IFG Advisory, LLC (Acworth GA)

GA

04/08/2010 - 08/09/2016

WADDELL & REED (ACWORTH GA)

GA

03/15/2006 - 01/06/2009

WADDELL & REED, INC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 08/14/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/11/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Raymond Cordell.
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