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Sere Elizabeth Austin

IRA Group, Inc.

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About Sere Elizabeth Austin

Sere Elizabeth Austin is a registered Investment Advisor Representative. Sere is currently employed with IRA Group, Inc. Sere holds Series 63, 65, and 66 securities licenses. In the past, Sere has been registered with LPL FINANCIAL LLC and PRIMEVEST FINANCIAL SERVICES, INC. Sere has over 20 years of experience in the financial services industry. Sere specializes in retirement planning, financial planning, and investment advisory services.

Firm Information

Sere Austin 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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Sere Austin’s Registration & Firm History

GA

04/28/2022 - Present

IRA Group, Inc. (ATLANTA GA)

GA

06/13/2011 - 10/03/2016

LPL FINANCIAL LLC (ATLANTA GA)

MN

07/08/1996 - 05/03/2000

PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)

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Licenses & Designations

BOTH

Issued 07/29/2011

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/19/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sere Elizabeth Austin.
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