Donnie Ingram, financial advisor Winter Haven FL
86 score

Donnie Ingram

CRD Number: 1416971
Current Firm: Ingram Advisory Services, LLC

Donnie Ingram (CRD# 1416971) is an Investment Advisor Representative working at Ingram Advisory Services, LLC in Winter Haven, FL and has over 18 years of experience in the finance industry. Donnie 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.

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Professional Designations
Company Name Location Dates Years
Centaurus Financial Inc. Anaheim, CA Jul 2016 - Current < 1
Ingram Advisory Services Llc Fmrly Ingram, Donnie Eugene Winter Haven, FL Jul 1999 - Current 17
Ingram Financial Group Winter Haven, FL Apr 1977 - Current 39
Investors Capital Corp. Winter Haven, FL Jan 1997 - Jul 2016 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination May 1999
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Donnie E. Ingram
Phone Number: 863-326-9833
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Other
Types of Clients
Registered States


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