Nicholas Ingram
Nicholas Ingram is a registered investment advisor at LPL Financial LLC, based in Virginia Beach, VA, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
4460 Corporation Ln Suite 201, Virginia Beach, VA, 23462
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2015Other Business ActivitiesSells Insurance
Nicholas operates under several DBAs for his LPL business, including Oakes, Jones, and Ingram Financial and OJI Financial. He is also an insurance agent selling various insurance products, dedicating a few hours per week to this activity, and runs Nick Ingram Financial LLC for tax/investment purposes, dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Edward Jones
Edward JonesBroker
State Registrations11 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.