David M. Ragland

IRC WEALTH

Atlanta, GA 30305

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CRD#: 4676215

Professional summary

David Max Ragland, CFP® is a registered financial advisor currently at IRC WEALTH located in Atlanta, Georgia.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. David has worked at 1 firm and has passed the Series 65 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

IRC WEALTH, LLC; INVESTMENT-RELATED; 3050 PEACHTREE ROAD NW, SUITE 220, ATLANTA, GEORGIA, 30305; FINANCIAL PLANNING SERVICES; CEO; START DATE 01/2014; 80 HOURS PER MONTH AND 40 HOURS DURING TRADING HOURS; DUTIES INCLUDE OUTSOURCE CFO SERVICES AND FINANCIAL PLANNING SERVICES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Max Ragland's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

August 5, 2015 - Present

IRC WEALTH

Office #1: 3050 Peachtree Road Nw Suite 220, Atlanta, GA 30305

RIA

CRD#: 132022

Atlanta, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IRC WEALTH

INVESTORS RESEARCH CORPORATION | IRC WEALTH

CRD#: 132022 / SEC#: 801-64349

RIA

Registered Investment Advisory firm - (1/23/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(8/5/2015)

IAR

Texas
(8/12/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/25/2015

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 11/17/2021

National Commodity Futures Examination

Current Firm

IRC WEALTH

INVESTORS RESEARCH CORPORATION | IRC WEALTH

CRD#: 132022 / SEC#: 801-64349

RIA

Registered Investment Advisory firm - (1/23/2006 Approved)

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Contact information

Main Address

3050 Peachtree Road Nw Suite 220, Atlanta, GA 30305

Mailing Address

Phone number

(404) 968-9348

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INVESTORS RESEARCH CORPORATION COMPLETE BROCHURE (2/13/2025)

Regulatory assets under management

Total Number of Accounts	1,012
AUM (Assets Under Management)	$ 578,150,873

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David M. Ragland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Max Ragland's CRS (Customer Relationship Summary).

Certified licenses

Experience

IRC WEALTH

Primary Firm SEC Registration

IRC WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 6/25/2015

Series 3

Date: 11/17/2021

Current Firm

IRC WEALTH

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IRC WEALTH

TRUST BUT VERIFY

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