JI
JI

John Ingraham

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
2,371 clients
Average Client Portfolio
$238K average
Assets Under Management
$565.4M

Fee Structure

Minimum Investment:$25K
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Location

5039-5 Main St., Shallotte, NC, 28470

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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 ActivitiesSells Insurance

John operates under the DBA John Ingraham, LLC, also known as First Financial Education Centers (FFEC), offering insurance and annuities. He dedicates about half of his time to this activity as President and Lead Agent, earning an anticipated compensation of $65,000.

Employment History
Current Registrations
Buck Wealth Strategies, LLC
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
J. W. Cole Advisors, INC.
August 2016 - July 2022 · 5 yrs 11 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.
John Ingraham - Financial Advisor | TrueAdvisor