Russell IngledewCRD Number: 5457715
Current Firm: H. Beck, Inc.
Russell Ingledew (CRD# 5457715) is an Investment Advisor Representative working at H. Beck, Inc. in La Jolla, CA and has over 9 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|H. Beck, Inc.||Bethesda, MD||Feb 2012 - Current||5|
|Russell Ingledew Cpa||La Jolla, CA||Jun 1986 - Current||31|
|1st Global Insurance Services, Inc.||La Jolla, CA||Aug 2008 - Feb 2012||3|
|1st Global Advisors, Inc.||La Jolla, CA||Jan 2008 - Feb 2012||4|
|1st Global Capital Corp||La Jolla, CA||Dec 2007 - Feb 2012||4|
|Ipex Inc.||San Diego, CA||Apr 2007 - Nov 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management1,825MILLIONS
Total Number of Accounts10,457ACCOUNTS
Average Account Value$174,531
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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