Patrick Logan Lamb
Investment Adviser Representative at IFG Advisory, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick Logan Lamb is an investment adviser representative with IFG Advisory, LLC in Augustine, FL, where they have been registered since 2024. They have worked in the securities industry since 2018 and have been registered with 3 firms, including Northwestern Mutual Investment Services, LLC and Fidelity Brokerage Services LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
5 states and territories
Florida, Georgia, New York, North Carolina, Tennessee
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.
- Deerwood Country ClubNov 2014 – Aug 2021Jacksonville, FL
- Fidelity InvestmentsAug 2018 – Jun 2020Jacksonville, FL
- Patrick LambFeb 2011 – May 2018Ponte Vedra Beach, FL
- Atlantic Beach Country ClubOct 2017 – Jul 2018Atlantic Beach, FL
- Northwestern Mutual Life Insurance CompanyJul 2020 – Aug 2024Milwaukee, WI
- Northwestern Mutual Investment Services LLCJul 2020 – Aug 2024Jacksonville, FL
- LPL Financial LLCAug 2024 – no end date reportedSt Augustine, FL
- IFG Advisory, LLCAug 2024 – no end date reportedAtlanta, GA
Official records & sources
Data as of May 30, 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. 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.
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