Raymond InglisCRD Number: 1435748
Current Firm: Securities America Advisors, Inc.
Raymond Inglis (CRD# 1435748) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Columbus, OH and has over 24 years of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Securities America Advisors, Inc.||Worthington, OH||Oct 2000 - Current||17|
|Securities America, Inc.||Worthington, OH||Aug 2000 - Current||17|
|Henderson Insurance Agency, Inc.||Worthington, OH||Jun 1981 - Current||36|
|Self Employed||Columbus, OH||Jun 1981 - Current||36|
|Financial Programs||Worthington, OH||Jan 1981 - Current||37|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1993|
|S65||NASAA Investment Advisors Law Examination||Jul 1997|
Total Assets Under Management15,610MILLIONS
Total Number of Accounts105,891ACCOUNTS
Average Account Value$147,418
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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