Christopher Ingram, financial advisor Valencia CA
93 score

Christopher Ingram

CRD Number: 3156210
Current Firm: Next Financial Group, Inc.

Christopher Ingram (CRD# 3156210) is an Investment Advisor Representative working at Next Financial Group, Inc. in Valencia, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group Inc. Valenica, CA Dec 2007 - Current 9
Park Avenue Securities Valencia, CA Apr 2007 - Dec 2007 < 1
Guardian Life Insurance Company Of America Valencia, CA Nov 2006 - Dec 2007 1
Woodbury Financial Services Los Angeles, CA Jul 2003 - Mar 2007 3
Morgan Stanley Dw Inc. Valencia, CA Dec 1999 - Mar 2007 7
Morgan Stanley Dw Inc. Valencia, CA Dec 1999 - Mar 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Christopher M. Ingram
Phone Number: 713-789-7122
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,564
    MILLIONS
  • Total Number of Accounts
    8,116
    ACCOUNTS
  • Average Account Value
    $192,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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