Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Q. Ingram is an investment advisor representative associated with Cornerstone Advisors LLC. Carlos has over 20 years of experience in the financial industry. Carlos's expertise and experience spans a variety of financial areas including portfolio management for individuals and businesses, pension consulting, and financial planning. In the past, Carlos has been associated with other firms including Verity Investments, Inc., Silver Oak Securities, Incorporated, and Ogilvie Security Advisors Corporation. Carlos is registered in Georgia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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GA
09/03/2024 - Present
Cornerstone Advisors LLC (Conyers GA)
GA
07/14/2020 - 01/31/2023
SILVER OAK SECURITIES, INCORPORATED (Atlanta GA)
GA
03/08/2016 - 05/30/2020
VERITY INVESTMENTS, INC. (Atlanta GA)
TN
08/03/2006 - 12/23/2015
SILVER OAK SECURITIES, INCORPORATED (JACKSON TN)
IL
10/13/2004 - 07/05/2006
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
FL
08/29/2002 - 09/22/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IN
04/19/2002 - 09/20/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
PA
10/29/2001 - 07/01/2002
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
IL
03/02/2001 - 12/04/2001
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
BOTH
Issued 03/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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