Unclaimed
James Campbell Ingrahm is a financial advisor registered with Northwestern Mutual Investment Services, LLC. James is based in DALLAS, TX and is registered to conduct business in Arizona, Michigan, Minnesota, North Carolina, and Texas. James has been in the financial industry since June 4, 2019 and has passed the Series 63, SIE, and Series 6 exams.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
TX
02/13/2020 - Present
Northwestern Mutual Investment Services, LLC (DALLAS TX)
TX
09/18/2018 - 05/28/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DALLAS TX)
BC
Issued 08/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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