Joseph Spencer Reed
Investment adviser representative at Ifg Advisory, LLC
10 yearsExperience
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
10 years in the industry.
- Ifg Advisory, LLCJul 2024 to now
- Ifg Advisory, LLC d/b/a Nickels Wealth ManagementJun 2024 to now
- LPL Financial LLCJun 2024 to now
- Worn Tools Woodworking LLCJan 2020 to now
- Lincoln Financial SecuritiesJul 2023 to May 2024
- Mwa Financial Services IncAug 2022 to Jul 2023
- Modern Woodmen of AmericaApr 2022 to Jul 2023
- Lauderdale Hamilton IncFeb 2020 to Jul 2022
- Central Station GrillJun 2019 to Feb 2020
- UnemployedNov 2018 to Jun 2019
- Restaurant TylerMar 2018 to Nov 2018
- Mississippi State UniversityAug 2017 to Mar 2018
- Mississippi Bee'sMay 2017 to Jul 2017
- Ely's Restaurant and BarMar 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MS).
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
- 7597637
- Firm CRD
- 168012