Unclaimed
Byron Ingram is a financial professional with over 24 years of experience in the financial services industry. Byron is registered with Ameriprise Financial Services, LLC and has a Series 7, Series 24, Series 63, and Series 65 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
09/23/2024 - Present
Ameriprise Financial Services, LLC (Englewood CO)
CO
10/27/2020 - 03/01/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
05/03/2018 - 07/28/2020
BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC (DENVER CO)
CO
09/02/2015 - 08/14/2017
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
TN
04/26/2007 - 12/19/2008
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
CO
04/15/2005 - 04/16/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
TX
04/16/2004 - 11/29/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CO
01/27/2003 - 09/03/2003
DIVIDEND CAPITAL SECURITIES, LLC (DENVER CO)
PA
12/14/2001 - 11/15/2002
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NY
01/24/1994 - 02/22/2001
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
11/20/1992 - 12/16/1993
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
PA
09/21/1989 - 06/22/1992
CIGNA SECURITIES, INC. (RADNOR PA)
CA
04/15/1988 - 07/01/1989
FN INVESTMENT CENTER (SACRAMENTO CA)
VA
12/23/1987 - 04/19/1988
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
10/05/1987 - 11/20/1987
THE STUART-JAMES COMPANY, INC.
NA
09/22/1987 - 10/29/1987
BLINDER, ROBINSON & CO., INC.
BC
Issued 09/24/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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