Steven Ingram (CRD# 1534740) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Canton, OH and has over 36 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 4629095
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ingram Financial Services, LLC | Canton, OH | Sep 2020 - Current | 3 |
| Cetera Advisor Networks | El Segundo, CA | Nov 2019 - Current | 4 |
| Financial Management Strategies, Inc. | Canton, OH | Nov 2019 - Current | 4 |
| Canton Browns Backers | Canton, OH | Nov 2016 - Mar 2024 | 7 |
| Regal Securities | Canton, OH | Jul 2010 - Nov 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1987 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
- TX
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Total Assets Under Management542MILLIONS
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Total Number of Accounts1,666ACCOUNTS
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Average Account Value$325,344
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CA, FL, GA, IN, MI, NC, NH, NV, OH, PA, SC, TX, WA, WV
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