Brandon Ingerson, financial advisor Lawton OK

Brandon Ingerson

CRD Number: 6628800
Current Firm: Osaic Wealth, Inc.

Brandon Ingerson (CRD# 6628800) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lawton, OK and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Lawton, OK Jan 2024 - Current < 1
Woodbury Financial Services Inc. Lawton, OK Mar 2022 - Jan 2024 1
National Asset Management Lawton, OK Feb 2019 - Mar 2022 3
National Securities Corp Lawton, OK Mar 2018 - Mar 2022 4
National Securities Corp Lawton, OK Aug 2017 - Mar 2018 < 1
Wfg Investments, Inc. Lawton, OK Mar 2016 - Aug 2017 1
Pizza Time Lawton, OK Aug 2015 - Feb 2016 < 1
Dominos LLC Norman, OK Sep 2009 - Jul 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Brandon L. Ingerson
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    94,558
    MILLIONS
  • Total Number of Accounts
    437,201
    ACCOUNTS
  • Average Account Value
    $216,280
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, 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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