Unclaimed
Lawrence Grant Ingram is a financial advisor with over 25 years of experience in the industry. Lawrence has worked with Benjamin F. Edwards & Company, Inc. since August 2012. Prior to that, Lawrence worked at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Lawrence has a wide range of experience in the financial industry. Lawrence is registered to provide investment advice in 38 states. Lawrence holds several designations including Certified Financial Planner. Lawrence has expertise in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
11/07/2014 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
KS
01/01/2008 - 09/05/2012
WELLS FARGO ADVISORS, LLC (OVERLAND PARK KS)
KS
04/15/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OVERLAND PARK KS)
BOTH
Issued 04/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/06/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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