Ingrid Schoppe, financial advisor Clearwater FL

Ingrid Schoppe

CRD Number: 4619073
Current Firm: Raymond James Financial Services Advisors, Inc.

Ingrid Schoppe (CRD# 4619073) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Clearwater, FL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Clearwater, FL May 2013 - Current 10
Raymond James Financial Services Clearwater, FL Jan 2012 - Current 12
Tampa Bay Financial Planning Clearwater, FL Jan 2012 - Current 12
Tampa Bay Financial Planning Clearwater, FL Jan 2011 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Ingrid H. Schoppe
Phone Number: 727-567-3020
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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