Benjamin Campbell Ingram

Employer firm

First Citizens Asset Management, Inc CRD 140777

$465M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• ADVISER TO MUNICIPALITIES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2005 → 05/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 09/2010 → 09/2022
  Cuna Mutual Group
  Waverly, IA
• 05/2022 → 09/2022
  Lpl Financial Llc
  Columbia, SC
• 09/2022 → Present
  First Citizens Investor Services
  Raleigh, NC
• 04/2025 → Present
  First Citizens Asset Management
  Raleigh, NC

Previous Registrations

• 2022-05-18 → 2022-09-29
  Lpl Financial Llc
  Lexington, SC
  Irmo, SC
  Columbia, SC
• 2010-10-25 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Columbia, SC
  Lexington, SC
  Irmo, SC
  Irmo, SC
  Columbia, SC
  Lexington, SC
  Irmo, SC
  Lexington, SC

Other Businesses

First Citizens Asset Management, 8540 Colonnade Center Dr. Raleigh, NC 27615; Began 4/2025; duties are offering IAR services for clients, 11 hours/month.

Exams

• S66 Uniform Combined State Law Examination
  2010-10-21
• S63 Uniform Securities Agent State Law Examination
  2005-04-15