Cora Ingrim
CRD Number: 2347884Current Firm: United Planners' Financial Services Of America A Limited Partner
Cora Ingrim (CRD# 2347884) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Chevy Chase, MD and has over 30 years of experience in the finance industry. Cora Ingrim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
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Grove Point Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chesapeake Capital Assoc, LLC | Columbia, MD | Nov 2019 - Current | 4 |
| Keating Financial Services | Chevy Chase, MD | Jan 2000 - Current | 24 |
| Keating Financial Services | Chevy Chase, MD | Jan 2000 - Current | 24 |
| United Planners' Financial Services Of America | Scottsdale, AZ | May 1999 - Current | 24 |
| Keating Financial Services | Columbia, MD | May 1999 - Current | 24 |
| Cora Ingrim - Independent Insurance Agent | Chevy Chase, MD | Apr 1993 - Current | 31 |
| Cora Ingrim - Rental Property | Corolla, NC | Jun 1992 - Current | 31 |
| Cora M Ingrim | Chevy Chase, MD | Mar 2019 - Oct 2023 | 4 |
| Lockheed Martin Corp Savings Plans - Consultant | Bethesda, MD | Oct 2014 - Jun 2015 | < 1 |
| Us Institutional Investor Forums | Newport, RI | Jun 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1993 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2006 |
- MD
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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