Alexander James Ingrim
Investment adviser representative at Liberty Atlantic Advisors
11 yearsExperience
2 statesRegistered in
$185.8MFirm assets
Under 1 yearFirm 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
Experience
11 years in the industry.
- Ingrim Investments LLCApr 2025 to now
- Liberty Atlantic Advisors LLCNov 2023 to now
- Beacon Global Advisor Network, LLCMar 2022 to Mar 2024
- Framont & Partners ManagementJun 2021 to Feb 2022
- Blevins Franks Financial ManagementMar 2015 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Liberty Atlantic Advisors
Legal name: Liberty Atlantic Advisors LLC
$185.8MAssets managed
137Clients
6Advisers
Under 1 yearIn 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
- 7616829
- Firm CRD
- 327738