LI
CFP
LI
CFP

Lawrence Ingram

30 Years of Experience
Leawood, KS
2 DisclosuresBroker

Lawrence Ingram is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Leawood, KS, with 30 years of industry experience. Lawrence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
518 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

5250 W. 116th Place, Suite 320, Leawood, KS, 66211

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2011
Closed-No Action
Customer Dispute
June 2000
Settled
Other Business Activities

Lawrence owns Aspen Skies, LLC, a rental property, since 2014. He also serves as trustee for the Larry J. and Carole Ann Ingram Trust and custodian for Cody G. Johnson and Marjorie Johnson, spending minimal time on these investment-related activities.

Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
August 2012 - Present · 14 yrs 2 mos
Benjamin F. Edwards & Company, INC.Broker
August 2012 - Present · 14 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - September 2012 · 4 yrs 8 mos
Wells Fargo Advisors, LLCBroker
January 2008 - September 2012 · 4 yrs 8 mos
A. G. Edwards & Sons, INC.
September 2007 - January 2008 · 4 mos
A. G. Edwards & Sons, INC.Broker
April 1996 - January 2008 · 11 yrs 9 mos
State Registrations36 states
ALARAZCACOCTDCFLGAIAILINKSLAMEMNMOMSNCNENMNVNYOKORPASCSDTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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