Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Logan Lamb is a financial advisor with over 5 years of experience in the industry. Patrick currently holds registrations with IFG Advisory, LLC, which is a firm based in Atlanta, Georgia. IFG Advisory, LLC offers investment advisory services to a range of clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Patrick has previously worked for Northwestern Mutual Investment Services, LLC and Fidelity Brokerage Services LLC. Patrick's areas of expertise include financial planning, pension consulting, and portfolio management for individuals.
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
08/26/2024 - Present
IFG Advisory, LLC (ATLANTA GA)
FL
07/20/2020 - 08/20/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (JACKSONVILLE FL)
FL
11/08/2018 - 06/15/2020
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
IA
Issued 08/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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