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Robert Craig Warner

IRA Group, Inc.

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About Robert Craig Warner

Robert Craig Warner is an investment advisor representative at IRA Group, Inc. based in Atlanta, Georgia. Robert is a registered investment advisor (IA) and a registered representative (RR) in the state of Georgia. Robert has been in the financial services industry since 2001 and holds the Series 6, 63, and 65 securities licenses. Robert’s areas of specialization include Pension Consulting and Portfolio Management. He specializes in working with high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.

Firm Information

Robert Warner is currently registered with IRA Group, Inc.. IRA Group, Inc. is an investment advisory firm headquartered in Atlanta, Georgia. The firm manages over $11 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. IRA Group provides financial planning, pension consulting, educational seminars, and portfolio management services.
IRA Group, Inc.

1230 PEACHTREE STREET NE

ATLANTA, GA 30309

$11.50B

Assets Under Management

Not reported

Total Clients

13

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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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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other

Project flat fees

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Robert Warner’s Registration & Firm History

GA

02/15/2022 - Present

IRA Group, Inc. (ATLANTA GA)

MN

03/01/2001 - 08/02/2006

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

03/01/2001 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 02/07/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/28/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Craig Warner.
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