Joseph Spencer Reed
Investment Adviser Representative at IFG Advisory, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joseph Spencer Reed is an investment adviser representative with IFG Advisory, LLC in Columbus, MS, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with Osaic FS, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Mississippi.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Mississippi
- Broker:
2 states and territories
Alabama, Mississippi
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Modern Woodmen of AmericaApr 2022 – Jul 2023Rock Island, IL
- Lauderdale Hamilton IncFeb 2020 – Jul 2022Shannon, MS
- Central Station GrillJun 2019 – Feb 2020Starkville, MS
- unemployedNov 2018 – Jun 2019Starkville, MS
- Restaurant TylerMar 2018 – Nov 2018Starkville, MS
- Mississippi State UniversityAug 2017 – Mar 2018Starkville, MS
- Mississippi Bee'sMay 2017 – Jul 2017Jackson, MS
- Ely's Restaurant and BarMar 2016 – May 2017Ridgeland, MS
- MWA Financial Services IncAug 2022 – Jul 2023Rock Island, IL
- Lincoln Financial SecuritiesJul 2023 – May 2024Amory, MS
- LPL Financial LLCJun 2024 – no end date reportedColumbus, MS
- Worn Tools Woodworking LLCJan 2020 – no end date reportedAmory, MS
- IFG Advisory, LLC d/b/a Nickels Wealth ManagementJun 2024 – no end date reportedAtlanta, GA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About IFG Advisory, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- $0 – $249,999.992.00%
- $250,000 – $499,999.991.75%
- $500,000 – $749,999.991.65%
- $750,000 – $1,249,999.991.40%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Carolina Planning Consultants offers comprehensive financial planning (including budget analysis, estate planning strategy, charitable planning, education planning, and business succession review), retirement planning (including retirement income projections and distribution planning), investment planning (including asset allocation review, portfolio analysis, and tax loss harvesting), insurance planning (including disability, health, life, and long-term care review), personal services (including values-based financial planning and fee-based asset management), and business services (including employee benefit plan consultation and retirement plan review).
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 108
- Offices listed on AdvisorFinder:
- 33
- Main office:
- Atlanta, GA
- SEC file number:
- 801-80184
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at IFG Advisory, LLC
Showing 12 of 108 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Spencer Reed has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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