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Joseph Spencer Reed

IFG Advisory, LLC

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About Joseph Spencer Reed

Joseph Spencer Reed is a financial advisor registered with IFG Advisory, LLC and Lincoln Financial Securities Corporation. Joseph has been in the financial industry since 2022. Joseph's primary office location is in Atlanta, Georgia. Joseph has passed the Series 63, Series 65, and Series 6TO exams. Joseph is a registered investment advisor and holds an active Series 63 registration in Mississippi. Joseph's firm is separate from and independent of LPL Financial.

Firm Information

Joseph Reed 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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Joseph Reed’s Registration & Firm History

GA

07/02/2024 - Present

IFG Advisory, LLC (ATLANTA GA)

MS

07/03/2023 - 06/11/2024

LINCOLN FINANCIAL SECURITIES CORPORATION (Amory MS)

MS

08/04/2022 - 07/19/2023

MWA FINANCIAL SERVICES INC. (TUPELO MS)

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Licenses & Designations

IA

Issued 09/11/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Spencer Reed.
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