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Patrick Logan Lamb

Investment Adviser Representative at IFG ADVISORY, LLC

Augustine, FLCRD #7000627Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
States Registered
5 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Patrick Logan Lamb has worked in the securities industry since 2018. They are registered to provide investment advisory services in Florida, Georgia, New York, North Carolina, and Tennessee.

Registrations & licenses

Registration type
Dual-registered
Registered in 5 states
FloridaGeorgiaNew YorkNorth CarolinaTennessee
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/10/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 11/21/2018
Series 7
General Securities Representative Examination
Passed 11/8/2018
SIE
Securities Industry Essentials Examination
Passed 10/16/2018

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 – $249,999.992.00%
$250,000 – $499,999.991.75%
$500,000 – $749,999.991.65%
$750,000 – $1,249,999.991.40%
$1,250,000 – $1,999,999.991.25%
$2,000,000 – $4,999,999.991.15%
$5,000,000+1.00%
Source

IFG Advisory, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

IFG ADVISORY, LLCCurrent
8/26/2024Augustine, FL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
7/20/20208/20/2024Jacksonville, FL
FIDELITY BROKERAGE SERVICES LLC
11/8/20186/15/2020Jacksonville, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Logan Lamb 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.

Patrick Logan Lamb - Financial Advisor in Augustine, FL | AdvisorFinder