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LC

Lisa M. Campbell-ingram

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CRD#: 3174557
LC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lisa M Campbell-ingram, who also goes by Lisa Miriam Campbell, Lisa Miriam Campbell-ingram, Lisa Campbell Ingram, was a registered financial professional .

Lisa is a previously registered financial professional and started their career in finance in 1999. Lisa had worked at 6 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lisa Miriam Campbell | Lisa Miriam Campbell-Ingram | Lisa Campbell Ingram

Other business activities


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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 5, 2010 - March 1, 2013

FIRST INDEPENDENT FINANCIAL SERVICES, INC.

BD
CRD#: 128904
LEBANON, TN
Past

October 5, 2005 - February 2, 2010

EDWARD JONES

BD
CRD#: 250
CARTHAGE, TN
Past

May 26, 2004 - August 5, 2004

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

September 19, 2003 - June 18, 2004

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

January 17, 2002 - March 6, 2003

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

October 15, 2001 - December 31, 2001

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

March 16, 1999 - October 1, 2001

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/17/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


FI
FIRST INDEPENDENT FINANCIAL SERVICES, INC.
FIRST INDEPENDENT ADVISORY SERVICES, INC. | FIRST INDEPENDENT FINANCIAL SERVICES, INC.

CRD#: 128904 / SEC#: , 8-66183

BD
Terminated by SEC on 02/15/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Oklahoma since 03/27/2003
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PALMER, PHILLIP HOWARDPRESIDENT/SEC./TREAS./CCO1037871
BENNETT, NOEL DAVIDCHIEF OPERATIONS OFFICER1751557
PATTERSON, RICHARD EUGENECHIEF FINANCIAL OFFICER1762082

Disclosures


Arbitration1

Red Flags


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.

Company Information


FIRST INDEPENDENT FINANCIAL SERVICES, INC.

CRD#: 128904

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