Tracey Dexter Bryan
Investment adviser representative at Ifg Advisory, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$4.8BFirm assets
Are you Tracey Dexter Bryan? Claim your profile
Contact this firm
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
10 years in the industry.
- Ifg Advisory, LLCApr 2024 to now
- Ifg Advisory, LLC d/b/a Nickels Wealth ManagementApr 2024 to now
- LPL Financial LLCFeb 2016 to now
- Nickels Wealth ManagementFeb 2016 to now
- Householder Group Estate & Retirement SpecialistsFeb 2016 to Apr 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MS, 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
- 5275034
- Firm CRD
- 168012