David Ragland, financial advisor Atlanta GA

David Ragland

CRD Number: 4676215
Current Firm: Irc Wealth

David Ragland (CRD# 4676215) is an Investment Advisor Representative working at Irc Wealth in Atlanta, GA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Irc Wealth, LLC Atlanta, GA Jan 2014 - Current 10
Investors Research Corporation Atlanta, GA Jan 1985 - Current 39
Monterey Capital Corporation Atlanta, GA Mar 1992 - Oct 2014 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2015
Contact Info for David M. Ragland
By the Numbers
  • Total Assets Under Management
    519
    MILLIONS
  • Total Number of Accounts
    931
    ACCOUNTS
  • Average Account Value
    $557,220
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, FL, GA, MA, NJ, SC, TX

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