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Christopher Ingram

Prosperitas Financial, LLC
27 Years of Experience
Valencia, CA
Sells Insurance
View SEC Summary
View SEC Summary

Christopher Ingram is a registered investment advisor at Prosperitas Financial, LLC, based in Valencia, CA, with 27 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 2,138 clients with $810M in assets under management.

Prosperitas Financial, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
2,138 clients
Average Client Portfolio
$380K average
Assets Under Management
$812.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is up to 2.00%, billed monthly in advance. Fees are negotiable. Third-party money manager programs carry a maximum fee of up to 2.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

25060 Avenue Stanford, Suite 100, Valencia, CA, 91355

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is an insurance agent selling fixed annuities, life/health, long-term care, and disability insurance, dedicating about 10-20% of his time. He also owns Ingram Financial Solutions, is an LLC member of Prosperitas for tax planning, sells mortgages, owns Prosperitas Financial LLC as an I-RIA, and is a sponsored athlete promoting supplements.

Employment History
Current Registrations
Prosperitas Financial, LLC
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Next Financial Group, INC.
December 2007 - April 2022 · 14 yrs 4 mos
Next Financial Group, INC.Broker
December 2007 - April 2022 · 14 yrs 4 mos
Park Avenue Securities LLC
April 2007 - December 2007 · 8 mos
Park Avenue Securities LLCBroker
April 2007 - December 2007 · 8 mos
Woodbury Financial Services, INC.
August 2003 - March 2007 · 3 yrs 7 mos
Woodbury Financial Services, INC.Broker
July 2003 - March 2007 · 3 yrs 8 mos
Morgan Stanley
April 2000 - July 2003 · 3 yrs 3 mos
Morgan Stanley Dw INC.Broker
February 2000 - July 2003 · 3 yrs 5 mos
Painewebber IncorporatedBroker
February 1999 - November 1999 · 9 mos
State Registrations1 state
CA
Advisor

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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