Vanessa Ingardia
Vanessa Ingardia is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Campbell, CA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
51 E Campbell Ave, Suite 101C and 101D, Campbell, CA, 95008
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2004Other Business Activities
Vanessa is the branch manager of the RJFS Branch, operating under the name Blue Diamond Wealth Management, since 2016. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations13 states
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.