David W. Ingle

VIBRANT WEALTH

Chandler, AZ 85226

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CRD#: 6194469

Professional summary

David W Ingle, who also goes by David Ingle, is a registered financial advisor currently at VIBRANT WEALTH located in Chandler, Arizona.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. David has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Ingle

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.

David Ingle has a financial affiliated business as an insurance and real estate agent. Approximately 75% of his time is spent on these activities. Investment Related. 3133 W Fry Road, Suite 101, Chandler, AZ 85226. Gold Financial Services; non investment related; Branch Manager; started 10/2021; 160 hours; residential mortgage. Barrett Financial LLC; non investment related; Loan officer team captain; started 09/2022; 180 hours; mortgage origination.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David W Ingle's CRS (Customer Relationship Summary).

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

Current

April 4, 2018 - Present

VIBRANT WEALTH

Office #1: 3133 W Frye Rd Suite 101, Chandler, AZ 85226

RIA

CRD#: 293068

Chandler, AZ

Past

April 4, 2018 - December 31, 2019

VIBRANT WEALTH

RIA

CRD#: 293068

CHANDLER, AZ

Past

March 22, 2016 - April 2, 2018

MOORS & CABOT, INC.

CRD#: 594

PHOENIX, AZ

Past

March 18, 2016 - April 2, 2018

MOORS & CABOT, INC.

RIA

CRD#: 594

PHOENIX, AZ

Past

July 17, 2013 - March 2, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MESA, AZ

Past

June 12, 2013 - March 2, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MESA, AZ

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(4/4/2018)

IAR

Texas
(3/15/2022)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/13/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/11/2013

General Securities Representative Examination

Current Firm

VIBRANT WEALTH

SYNERGISTIC WEALTH MANAGEMENT LLC | VIBRANT WEALTH ADVISORS LLC | VIBRANT WEALTH

CRD#: 293068 / SEC#:

Arizona

Registered Investment Advisory firm - (4/4/2018 Approved)

Texas

Registered Investment Advisory firm - (1/30/2024 Approved)

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Contact information

Main Address

3133 W Frye Rd Suite 101, Chandler, AZ 85226

Mailing Address

Phone number

(480) 282-3662

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 18,800,000

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.

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David W. Ingle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David W Ingle's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIBRANT WEALTH

VIBRANT WEALTH

MOORS & CABOT, INC.

MOORS & CABOT, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 7/13/2013

SIE

Date: 4/2/2018

Series 7

Date: 6/11/2013

Current Firm

VIBRANT WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VIBRANT WEALTH

TRUST BUT VERIFY

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