Donovan Ingle (CRD# 6987441) is an Investment Advisor Representative working at Robinson Smith Wealth Advisors, LLC in Portsmouth, NH and has over 6 years of experience in the finance industry. Donovan Ingle has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
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 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2018 |
S65 | NASAA Investment Advisors Law Examination | May 2019 |
- ME
- NH
-
Total Assets Under Management334MILLIONS
-
Total Number of Accounts790ACCOUNTS
-
Average Account Value$423,210
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MA, ME, NH
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