Carlos Q Ingram
Investment adviser representative at Brookwood Investment Group
25 yearsExperience
1 stateRegistered in
$1.3BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Brookwood Investment GroupMay 2025 to now
- Redwood Private WealthOct 2024 to now
- Portsmouth-smartlife Financial Group, LLCFeb 2023 to now
- Upward Bound Wealth AdvisorsJan 2001 to now
- Cornerstone Advisors LLCJul 2024 to Oct 2024
- Silver Oak Securities IncJun 2020 to Jan 2023
- Verity Asset ManagementFeb 2016 to May 2020
- Verity Investments Inc.Feb 2016 to May 2020
- Heritage Asset ManagementJan 2001 to May 2021
- Wiley & AssociatesOct 1999 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (GA).
Brookwood Investment Group
Legal name: Brookwood Investment Group LLC
$1.3BAssets managed
3,506Clients
68Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4342081
- Firm CRD
- 316544