Carrie WilsonCRD Number: 5903345
Current Firm: Ifg Advisory, LLC
Carrie Wilson (CRD# 5903345) is an Investment Advisor Representative working at Ifg Advisory, LLC in Gainesville, GA and has over 5 years of experience in the finance industry.
Terra Firma Financial LLC
Circa Capital, LLC
Weber Financial Advisory, Inc.
|Ifg Advisory, LLC||Gainesville, GA||Jun 2017 - Current||< 1|
|Lpl Financial, LLC||Gainesville, GA||Jun 2017 - Current||< 1|
|Wells Fargo Clearing Services, LLC||Gainesville, GA||Mar 2017 - Jun 2017||< 1|
|Homemaker||Alto, GA||Oct 2016 - Mar 2017||< 1|
|Raymond James Financial Services Advisors Inc.||Gainesville, GA||Aug 2015 - Oct 2016||1|
|Raymond James Financial Services, Inc.||Gainesville, GA||May 2015 - Oct 2016||1|
|Stribling-whalen Financial Group||Gainesville, GA||May 2015 - Oct 2016||1|
|Wells Fargo Advisors, LLC||Gainesville, GA||Feb 2010 - May 2015||5|
|Wells Fargo Bank||Cumming, GA||Feb 2010 - Feb 2011||1|
|Jeff Wolff-attorney At Law||Dahlonega, GA||Jun 2007 - Dec 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2013|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management1,073MILLIONS
Total Number of Accounts5,604ACCOUNTS
Average Account Value$191,386
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AZ, CA, CT, FL, GA, IL, IN, LA, MA, MD, ME, MI, MO, MS, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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