Kelly Mathis Lee
Investment adviser representative at Ifg Advisory, LLC
17 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$4.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
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
17 years in the industry.
- Ifg Advisory, LLCJun 2017 to now
- LPL Financial, LLCJun 2017 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2017
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 3 states (GA, LA, TX).
Ifg Advisory, LLC
$4.8BAssets managed
9,202Clients
109Advisers
12 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
- 4828395
- Firm CRD
- 168012