Robert Ingram, financial advisor Southfield MI
93 score

Robert Ingram

CRD Number: 4622208
Current Firm: Center For Financial Planning Inc.

Robert Ingram (CRD# 4622208) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Southfield, MI Aug 2017 - Current < 1
Raymond James Financial Services, Inc. Southfield, MI Aug 2017 - Current < 1
Tru Vista Wealth Advisors-ameriprise Troy, MI Jul 2008 - Jun 2017 8
Ameriprise Financial Services, Inc. Troy, MI Aug 2003 - Jun 2017 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2003
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for Robert L. Ingram
Phone Number: (248)948-7900
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    801
    MILLIONS
  • Total Number of Accounts
    2,594
    ACCOUNTS
  • Average Account Value
    $308,597
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, KY, MA, MI, MN, MO, NC, NY, OH, OR, PA, SC, TX, VA

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

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