Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deana? Claim Your ProfileDeana Ingalls is a financial advisor with over 30 years of experience in the industry. Deana is currently registered with IP Financial Advisory Services LLC and is also a registered investment advisor (RIA). Deana provides a range of services including financial planning, portfolio management, and consulting services to qualified retirement plans. Deana is committed to helping clients achieve their financial goals.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
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2
NC
01/22/2025 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
CA
07/17/2006 - 09/12/2022
LPL FINANCIAL LLC (RANCHO SANTA FE CA)
CA
02/05/1996 - 07/20/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN DIEGO CA)
IN
02/05/1996 - 05/16/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
02/22/1993 - 01/12/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/22/1993 - 01/12/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 04/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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