Donovan Ingle, financial advisor Portland ME

Donovan Ingle

CRD Number: 6987441
Current Firm: Robinson Smith Wealth Advisors, LLC

Donovan Ingle (CRD# 6987441) is an Investment Advisor Representative working at Robinson Smith Wealth Advisors, LLC in Portland, ME and has over 5 years of experience in the finance industry. Donovan Ingle 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
Robinson Smith Wealth Advisors LLC Portland, ME Dec 2020 - Current 3
Equitable Advisors, LLC New York, NY Aug 2018 - Nov 2020 2
Axa-advisors LLC New York, NY Aug 2018 - Jun 2020 1
University Of Louisville Louisville, KY Jan 2015 - Dec 2018 3
German American Bank Sellersburg, IN Apr 2015 - Sep 2018 3
Potato Steakhouse Cannelton, IN Nov 2013 - Mar 2015 1
Tell City School District Tell City, IN Aug 2002 - Jan 2015 12
Jfk Pool Tell City, IN Jun 2012 - Aug 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2018
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Donovan A. Ingle
Phone Number: 207-874-9840
Registered State(s):
  • ME
  • NH
By the Numbers
  • Total Assets Under Management
    334
    MILLIONS
  • Total Number of Accounts
    790
    ACCOUNTS
  • Average Account Value
    $423,210
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, MA, ME, NH

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