Cory Anne Kimbrough
Investment adviser representative at Ira Group, Inc.
14 yearsExperience
1 stateRegistered in
$15.4BFirm assets
17 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 feeOther
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
14 years in the industry.
- Ira Group, Inc.May 2025 to now
- Investment Research & Advisory Group, Inc.Jan 2025 to now
- Keel PointJun 2024 to Aug 2024
- University of GeorgiaAug 2022 to Dec 2024
- PublixMar 2021 to May 2024
- University of North GeorgiaAug 2020 to Aug 2022
- Lake Oconee AcademyAug 2012 to Aug 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Ira Group, Inc.
Legal name: Investment Research & Advisory Group, Inc.
$15.4BAssets managed
302Clients
17Advisers
17 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
- 8069051
- Firm CRD
- 126246