Joshua IngramCRD Number: 6104439
Current Firm: H.d. Vest Advisory Services, Inc.
Joshua Ingram (CRD# 6104439) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Mammoth Lakes, CA and has over 5 years of experience in the finance industry.
Securities America Advisors, Inc.
Wells Fargo Advisors Financial Network, LLC
|Hd Vest Investment Services||Mammoth Lake, CA||Apr 2014 - Current||4|
|Hd Vest Advisory Services||Mammoth Lake, CA||Apr 2014 - Current||4|
|Edward Jones||St Louis, MO||Aug 2012 - Apr 2014||1|
|Mmsa||Mammoth Lakes, CA||Jun 2012 - Aug 2012||< 1|
|Unemployed||Mammoth Lakes, CA||Feb 2012 - Jun 2012||< 1|
|Mmsa||Mammoth Lakes, CA||Apr 2010 - Feb 2012||1|
|Sierra College||Rocklin, CA||Aug 2009 - Dec 2010||1|
|Kirkwood Mountain Resort||Kirkwood, CA||Jan 2010 - Mar 2010||< 1|
|Roseville Mitsubishi & Kia||Roseville, CA||May 2007 - Aug 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
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:
- Financial Issue
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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