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DI

Daniel C. Ingram

COREBRIDGE CAPITAL SERVICES
Houston, TX 77019
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CRD#: 7642719
DI

Professional summary


Daniel Charles Ingram, who also goes by Daniel Ingram, is a registered financial professional currently at COREBRIDGE CAPITAL SERVICES, INC. located in Houston, Texas.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 2022. Daniel has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Daniel 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.
1) 3/2023 - WELLBY INVESTMENT SERVICES / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Daniel Charles Ingram'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

February 3, 2025 - Present

COREBRIDGE CAPITAL SERVICES, INC.

Office #1: 2929 Allen Parkway, Houston, TX 77019
BD
CRD#: 13158
Houston, TX
Past

April 17, 2023 - November 27, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
HOUSTON, TX
Past

April 17, 2023 - November 27, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
HOUSTON, TX
Past

October 15, 2022 - March 2, 2023

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
HOUSTON, TX
Past

October 4, 2022 - March 2, 2023

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
HOUSTON, TX

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(2/3/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/5/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/15/2022
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CC
COREBRIDGE CAPITAL SERVICES, INC.
AIG CAPITAL SERVICES, INC. | SUNAMERICA CAPITAL SERVICES, INC. | INTEGRATED RESOURCES CAPITAL SERVICES, INC. | INTEGRATED CAPITAL SERVICES, INC. | COREBRIDGE CAPITAL SERVICES, INC. | AIG SUNAMERICA CAPITAL SERVICES, INC.

CRD#: 13158 / SEC#: , 8-28733

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
30 Hudson Street 16th Floor, Jersey City, NJ 07302
Mailing Address
30 Hudson Street 16th Floor, Jersey City, NJ 07302
Phone number
(201) 324-6300
Established
Delaware since 11/05/1982
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
SUNAMERICA ASSET MANAGEMENT, LLC.SHAREHOLDER
BURNETTE, CYNTHIA LEACHIEF FINANCIAL OFFICER1863103
FORTEY, MICHAELCHIEF COMPLIANCE OFFICER2304969
NASTA, CHRISTINA MARIEPRESIDENT2736888

Disclosures


Regulatory Event1

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


COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158Houston, TX 77019

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