Michael Ingram is a CFP-designated registered investment advisor, based in San Diego, CA, with 21 years of industry experience.
Location
7676 Hazard Center Drive, Suite 1550, San Diego, CA, 92108
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is dually-registered as an investment advisor representative and a registered representative, spending about 10-20% of his time implementing insurance products through Octavia Risk Management LLC. He also serves as a trustee for the Ingram Family Trust and as a trustee and POA for a family member's trust, dedicating minimal time to these roles.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Octavia Wealth Advisors LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations3 states
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