Austin Ort (CRD# 2535495) is an Investment Advisor Representative working at Ira Group, Inc. in Atlanta, GA and has over 16 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Research & Advisory Group, Inc. | Atlanta, GA | Apr 2020 - Current | 4 |
| Usi Consulting Group, Inc. | Glastonbury, CT | May 2019 - Current | 5 |
| Usi Securities, Inc. | Glastonbury, CT | May 2019 - Mar 2020 | < 1 |
| Mutual Of America Life Insurance Company | Atlanta, GA | May 1996 - Apr 2019 | 22 |
| Mutual Of America Securities Corporation | Atlanta, GA | May 1996 - Apr 2019 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2007 |
- GA
-
Total Assets Under Management11,498MILLIONS
-
Total Number of Accounts597ACCOUNTS
-
Average Account Value$19,259,567
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
NC
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