Nicholas Ingram
Nicholas Ingram is a registered investment advisor at LPL Financial LLC, based in Virginia Beach, VA, with 16 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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 Registrations12 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.
Exams
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