Robert Lawrence Ingram
Investment adviser representative at Center for Financial Planning Inc
23 yearsExperience
1 stateRegistered in
$2BFirm assets
20 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Center for Financial Planning, IncAug 2017 to now
- Raymond James Financial Services, Inc.Aug 2017 to now
- Raymond James Financial Services Advisors Inc.Aug 2017 to Jun 2020
- Tru Vista Wealth Advisors-ameripriseJul 2008 to Jun 2017
- Ameriprise Financial Services, Inc.Aug 2003 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
Center for Financial Planning Inc
$2BAssets managed
1,496Clients
17Advisers
20 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
- 4622208
- Firm CRD
- 109599