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Ingrid Schoppe

15 Years of Experience
Clearwater, FL
Broker

Ingrid Schoppe is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clearwater, FL, with 15 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2531 Landmark Drive, Suite 201, Clearwater, FL, 33761

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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 Activities

Ingrid works as a Registered Client Service Associate for Tampa Bay Financial Planning. This takes about half of Ingrid's time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
December 2010 - November 2011 · 11 mos
State Registrations9 states
CAFLMEMINCNJNYSCVA
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.
Ingrid Schoppe - Financial Advisor | TrueAdvisor