David W. Ingram
Professional summary
David Warren Ingram, CFP®, who also goes by David W Ingram, is a registered financial advisor currently at COMPREHENSIVE WEALTH MANAGEMENT located in Peachtree City, Georgia.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. David has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Warren Ingram's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
October 24, 2011 - Present
COMPREHENSIVE WEALTH MANAGEMENT
May 21, 2009 - September 20, 2010
CALTON & ASSOCIATES, INC.
April 7, 2008 - December 31, 2010
COMPREHENSIVE WEALTH MANAGEMENT
October 14, 2005 - July 9, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 15, 2005 - July 9, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 30, 2002 - March 7, 2005
SOUTHTRUST SECURITIES, LLC
October 1, 2000 - July 29, 2002
WELLS FARGO CLEARING SERVICES, LLC
February 1, 1999 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
February 27, 1997 - August 29, 1997
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
November 6, 1990 - January 29, 1997
LINCOLN FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/24/2011)
Exams
Current Firm
COMPREHENSIVE WEALTH MANAGEMENT
CRD#: 144891 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 1,500,000 |
Red Flags
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