Robert Ingram (CRD# 4504525) is an Investment Advisor Representative working at Jmf Capstone Wealth Management in Tuscaloosa, AL and has 1 year of experience in the finance industry. Robert 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.
CRD# 4799781
Ameriprise Financial Services, LLC
CRD# 5461307
Osaic Wealth, Inc.
CRD# 5533578
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jmf Capstone Wealth Management | Tuscaloosa, AL | Feb 2014 - Current | 10 |
| Jamisonmoneyfarmer Pc | Tuscaloosa, AL | Jan 2014 - Current | 10 |
- AL
-
Total Assets Under Management336MILLIONS
-
Total Number of Accounts513ACCOUNTS
-
Average Account Value$655,700
- A percentage of assets under your management
- 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)
AL, TX
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