Ira Group, Inc.

Ira Group, Inc. (CRD# 126246) is a financial advisory firm headquartered in Atlanta, GA. They manage $9,847,736,267 in 532 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,848
    MILLION
  • Total Number of Accounts
    532
    ACCOUNTS
  • Average Account Value
    $18,510,782
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Ira Group, Inc.
Showing 1 - 10 of 14 top financial advisors.
1
Sere E. Austin
CRD#: 2764835
1230 Peachtree Street Ne, Suite 3800, Atlanta, GA 30309

Sere Austin (CRD# 2764835) is an Investment Advisor Representative working at Ira Group, Inc. in Atlanta, GA and has over 25 years of experience in the finance industry.

2
John R. Frazer
CRD#: 4199772
1230 Peachtree Street Ne, Suite 3800, Atlanta, GA 30309

John Frazer (CRD# 4199772) is an Investment Advisor Representative working at Ira Group, Inc. in Atlanta, GA and has over 21 years of experience in the finance industry. John Frazer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Judith A. Jolley
CRD#: 2484971
1230 Peachtree Street Ne, Suite 3800, Atlanta, GA 30309

Judith Jolley (CRD# 2484971) is an Investment Advisor Representative working at Ira Group, Inc. in Atlanta, GA and has over 27 years of experience in the finance industry.

4
Daniel R. Joyce
CRD#: 262431
1230 Peachtree Street Ne, Suite 3800, Atlanta, GA 30309

Daniel Joyce (CRD# 262431) is an Investment Advisor Representative working at Ira Group, Inc. in Atlanta, GA and has over 27 years of experience in the finance industry.

5
Douglas B. Leeson
CRD#: 1540703
1230 Peachtree Street Ne, Suite 3800, Atlanta, GA 30309

Douglas Leeson (CRD# 1540703) is an Investment Advisor Representative working at Ira Group, Inc. in Atlanta, GA and has over 30 years of experience in the finance industry.

6
Harrison W. Leeson
CRD#: 6815088
1230 Peachtree Street Ne, Suite 3800, Atlanta, GA 30309

Harrison Leeson (CRD# 6815088) is an Investment Advisor Representative working at Ira Group, Inc. in Atlanta, GA and has over 4 years of experience in the finance industry.

7
Austin J. Ort
CRD#: 2535495
1230 Peachtree Street Ne, Suite 3800, Atlanta, GA 30309

Austin Ort (CRD# 2535495) is an Investment Advisor Representative working at Ira Group, Inc. in Atlanta, GA and has over 14 years of experience in the finance industry.

8
Denise S. Prince
CRD#: 4589938
Fuquay-varina, NC

Denise Prince (CRD# 4589938) is an Investment Advisor Representative working at Ira Group, Inc. in Fuquay-varina, NC and has over 20 years of experience in the finance industry.

9
Carter A. Stanley
CRD#: 6633897
1230 Peachtree Street Ne, Suite 3800, Atlanta, GA 30309

Carter Stanley (CRD# 6633897) is an Investment Advisor Representative working at Ira Group, Inc. in Atlanta, GA and has over 3 years of experience in the finance industry.

10
Alexandra Z. Bonner
CRD#: 6326983
1230 Peachtree Street Ne, Suite 3800, Atlanta, GA 30309

Alexandra Bonner (CRD# 6326983) is an Investment Advisor Representative working at Ira Group, Inc. in Atlanta, GA and has over 2 years of experience in the finance industry.

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