David Max Ragland
Investment adviser representative at Irc Wealth
41 yearsExperience
2 statesRegistered in
$666.7MFirm assets
20 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
41 years in the industry.
- Irc Wealth, LLCJan 2014 to now
- Investors Research CorporationJan 1985 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Irc Wealth
Legal name: Investors Research Corporation
$666.7MAssets managed
373Clients
7Advisers
20 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
- 4676215
- Firm CRD
- 132022