Sere Austin (CRD# 2764835) is an Investment Advisor Representative working at Ira Group, Inc. in Atlanta, GA and has over 27 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 |
|---|---|---|---|
| Lpl Financial LLC | Atlanta, GA | Sep 2016 - Current | 7 |
| Investment Research & Advisory Group, Inc. | Atlanta, GA | Jan 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1996 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2011 |
- GA
- TX
-
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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