Edgar Grey Ingraham
Professional Summary
Edgar Grey Ingraham, who also goes by Ted Ingraham, is a registered financial advisor currently at EGI FINANCIAL, INC. located in Akron, Ohio and AMERICAN HERITAGE SECURITIES, INC. located in Akron, Ohio. Edgar is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Edgar has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, SIE, Series 5, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ted Ingraham
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Videos & Posts
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
43 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
AMERICAN HERITAGE FINANCIAL | TEAM 3GEN | SARA GIBBS WEALTH MANAGEMENT | EGI FINANCIAL, INC.
Contact Information
Main Address
50 South Main Street Suite 1210, Akron, OH 44308-1831Phone Number
(330) 374-1932# of Employees
8SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
294AUM (Assets Under Management)
$348,658,870Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
AMERICAN HERITAGE FINANCIAL | TEAM 3GEN | SARA GIBBS WEALTH MANAGEMENT | EGI FINANCIAL, INC.
State Registrations and Notice Filings
(5/6/2021)
(5/11/2021)
(5/8/1992)
(2/8/2001)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 5 — Interest Rate Options Examination
Passed Mar 1983Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Dec 2004About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Edgar Grey Ingraham's CRS (Customer Relationship Summary).
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