Investor Advisory Group

Investor Advisory Group (CRD# 106837) is a financial advisory firm headquartered in Charlotte, NC. They manage $125,661,566 in 418 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    418
    ACCOUNTS
  • Average Account Value
    $300,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, SC

Financial Advisors at Investor Advisory Group
Showing 1 - 4 of 4 top financial advisors.
1
Edward K. Jackson
CRD#: 5949110
421-a South Sharon Amity Road, Charlotte, NC 28211

Edward Jackson (CRD# 5949110) is an Investment Advisor Representative working at Investor Advisory Group in Charlotte, NC and has over 12 years of experience in the finance industry.

2
Robert J. Jones
CRD#: 6238384
421 South Sharon Amity Road, Suite A, Charlotte, NC 28211

Robert Jones (CRD# 6238384) is an Investment Advisor Representative working at Investor Advisory Group in Charlotte, NC and has over 10 years of experience in the finance industry.

3
Mark T. Conrad
CRD#: 7284090
Charleston, SC

Mark Conrad (CRD# 7284090) is an Investment Advisor Representative working at Investor Advisory Group in Charleston, SC and has over 3 years of experience in the finance industry.

4
Michael F. Jackson
CRD#: 5678524
421 South Sharon Amity Road, Suite A, Charlotte, NC 28211

Michael Jackson (CRD# 5678524) is an Investment Advisor Representative working at Investor Advisory Group in Charlotte, NC and has over 14 years of experience in the finance industry.

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