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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Ingram is a financial advisor in DES MOINES, IA. Geoffrey has been in the industry since August 1976 and is currently registered with Cambridge Investment Research Advisors, Inc.. Geoffrey is also registered as an Investment Advisor Representative in IA and TX. Prior to joining Cambridge Investment Research Advisors, Inc., Geoffrey was employed at Brokersxpress LLC. In addition to Geoffrey's current role with Cambridge Investment Research Advisors, Inc., Geoffrey is also an independent insurance agent for various independent insurance companies. Geoffrey is also the owner of Geoffrey Ingram Tax Service in DES MOINES, IA, where Geoffrey provides tax preparation services. Geoffrey has a diverse background in the financial services industry, with experience in various areas, including insurance, tax preparation, and investment advising. Geoffrey is a licensed agent and investment advisor representative with a strong track record of providing personalized financial advice to clients.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
02/08/2016 - Present
Cambridge Investment Research Advisors, Inc. (DES MOINES IA)
IA
10/30/2009 - 08/28/2012
BROKERSXPRESS LLC (DES MOINES IA)
IA
04/09/1990 - 11/02/2009
SECURITIES AMERICA, INC. (DES MOINES IA)
AZ
11/19/1989 - 04/24/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
12/24/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/23/1987 - 12/24/1987
FINANCIAL PLANNERS EQUITY CORPORATION
NA
06/24/1982 - 03/24/1987
FSC SECURITIES CORPORATION
NA
12/24/1986 - 12/24/1986
IDS MARKETING CORPORATION
NA
08/12/1976 - 12/24/1986
IDS FINANCIAL SERVICES INC.
NA
08/12/1976 - 12/24/1986
IDS LIFE INSURANCE COMPANY
NA
08/12/1976 - 06/28/1982
IDS MARKETING CORPORATION
BOTH
Issued 06/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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