Sere Elizabeth Austin
Investment adviser representative at Ira Group, Inc.
15 yearsExperience
2 statesRegistered in
$15.4BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Ira Group, Inc.Jul 2020 to now
- LPL Financial LLCSep 2016 to now
- Investment Research & Advisory Group, Inc.Jan 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2003
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Ira Group, Inc.
Legal name: Investment Research & Advisory Group, Inc.
$15.4BAssets managed
302Clients
17Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2764835
- Firm CRD
- 126246