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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Lance Ingram is a financial advisor registered with Raymond James Financial Services Advisors, Inc., located in Dallas, Texas. Jerry Lance Ingram has been in the industry since June 16, 2004. Jerry Lance Ingram is registered with the state of Texas and has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, and the Uniform Combined State Law Examination. Jerry Lance Ingram also holds the Series 7TO, SIE, and Series 7 licenses. Jerry Lance Ingram has experience working with insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Jerry Lance Ingram has previously worked with LPL FINANCIAL LLC and RAYMOND JAMES FINANCIAL SERVICES, INC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
11/17/2023 - Present
Raymond James Financial Services Advisors, Inc. (Dallas TX)
TX
05/30/2008 - 03/05/2018
LPL FINANCIAL LLC (MIDLAND TX)
TX
01/05/2006 - 05/30/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIDLAND TX)
TX
12/07/1998 - 01/05/2006
EDWARD JONES (MIDLAND TX)
BOTH
Issued 11/07/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/26/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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