David Ingle
David Ingle is a registered investment advisor at Vibrant Wealth, based in Chandler, AZ, with 12 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 30 clients with $25M 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 | 2.25% |
Maximum annual fee for all assets under management.
Fee Estimator
Location
3133 W Frye Rd, Suite 101, Chandler, AZ, 85226
Get directionsHistory
Regulatory History (3)
Regulatory
August 2019Regulatory
April 2018Employment Separation After Allegations
February 2016Other Business ActivitiesSells Insurance
David is an insurance and real estate agent, dedicating approximately 75% of his time to these activities. He is also a branch manager at Gold Financial Services and a loan officer team captain at Barrett Financial LLC, focusing on residential mortgage and mortgage origination, respectively.
Employment History
Current Registrations
Vibrant Wealth
Previous Registrations
Synergistic Wealth Management LLC
Moors & Cabot, INC.Broker
Moors & Cabot, INC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.