Mark E Ingram
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
11 yearsExperience
1 stateRegistered in
CFADesignation
$197.5BFirm assets
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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 feeCommissions
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
11 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedApr 2025 to now
- B. Riley Wealth ManagementJan 2023 to Apr 2025
- B. Riley Wealth AdvisorsMar 2021 to Apr 2025
- National Asset ManagementMar 2021 to Jul 2022
- Winslow Wealth ManagementNov 2015 to Apr 2021
- Winslow, Evans & Crocker, Inc.Nov 2015 to Mar 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
Stifel, Nicolaus & Company, Incorporated
$197.5BAssets managed
236,191Clients
3,341Advisers
51 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
- 4709737
- Firm CRD
- 793