Carrie Irvin Wilson
Investment adviser representative at Ifg Advisory, LLC
1 yearExperience
1 stateRegistered in
$4.8BFirm assets
12 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 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
1 year in the industry.
- Ifg Advisory, LLCJun 2017 to now
- LPL Financial, LLCJun 2017 to now
- Wells Fargo Clearing Services, LLCMar 2017 to Jun 2017
- HomemakerOct 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 5903345
- Firm CRD
- 168012