Donnie IngramCRD 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 19 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.
Allen & Company Of Florida, Inc.
Nbc Securities, Inc.
Lpl Financial LLC
|Centaurus Financial Inc.||Anaheim, CA||Jul 2016 - Current||1|
|Ingram Advisory Services Llc Fmrly Ingram, Donnie Eugene||Winter Haven, FL||Jul 1999 - Current||18|
|Ingram Financial Group||Winter Haven, FL||Apr 1977 - Current||40|
|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|
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
Total Assets Under Management128MILLIONS
Total Number of Accounts500ACCOUNTS
Average Account Value$256,152
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services