Dennis Ingram, financial advisor Flower Mound TX
96 score

Dennis Ingram

CRD Number: 1014722
Current Firm: Msi Financial Services, Inc.

Dennis Ingram (CRD# 1014722) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Flower Mound, TX and has over 34 years of experience in the finance industry. Dennis Ingram 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.

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Professional Designations
Company Name Location Dates Years
Metlife Securities Inc. Dallas, TX Jan 2015 - Current 1
New England Securities Dallas, TX Jun 1987 - Current 29
Southwestern Life Irving, TX Oct 1978 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1982
Contact Info for Dennis P. Ingram
Phone Number: 800-638-8378
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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