Deana Carter Ingalls

Current Employers

Employment History

• 07/2006 → Present
  Lpl Financial, Llc
  Rancho Santa Fe, CA
• 05/2019 → Present
  Wcg Wealth Advisors, Llc (Dba: The Wealth Consulting Group)
  Rancho Santa Fe, CA
• 09/2022 → Present
  Innovation Partners Llc
  Charlotte, NC
• 09/2022 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2019-05-15 → 2022-09-02
  The Wealth Consulting Group
  Las Vegas, NV
  Rancho Santa Fe, CA
• 2006-07-17 → 2019-08-21
  Lpl Financial Llc
  San Diego, CA
  Rancho Santa Fe, CA
  Carlsbad, CA
• 1997-09-22 → 2006-07-20
  Osaic Fa, Inc.
  San Diego, CA
  San Diego, CA

Other Businesses

1.5/13/2008:No Business Name - Investment Related - Cardiff, CA - REAL ESTATE RENTAL - TIME SPENT 1% - OWN A PROPERTY IN CARDIFF. 2.5/13/2008:No Business Name - Investment Related - San Diego, CA - REAL ESTATE RENTAL - TIME SPENT 1% - NONE OF MY RENTERS ARE CUSTOMERS OR ADVISORS OF LPL ARE ANOTHER B/D OR RIA. I OWN PROPERTY ON LAW STREET IN PACIFIC BEACH AND SAMOSET IN CLAIRMONT. 3.5/28/2008:No Business Name - Not Investment Related - At Reported Business Location(s) - OTHER-NOTARY - TIME SPENT 0% - LICENSED NOTARY. 4.8/16/2013:CARTER FINANCIAL - At Reported Business Location(s) - NON-VARIABLE INSURANCE DBA - TIME SPENT 5% - SELLING OUTSIDE FIXED INSURANCE - LIFE, FIXED. 5.5/1/2014:No Business Name - Investment Related - San Diego, CA - Real Estate Rental - Time Spent 1% - Owner of real property. 6.6/7/2016:No Business Name - Investment Related - At Reported Business Location(s) - Mortgage/Real Estate Services - Started 06/01/2016 - 0 Hours Per Month - I just got my real estate license. I do not plan on selling real estate I just got it because my brother is a broker and if he needs help I can assist him. My license number is 020006941. 7.10/15/2019:No business name - Investment related - At reported business location(s) - Author - start date:12/02/2019 - 2 hrs/mo - 0 hrs during trading. 8.1/22/2020:WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/15/2019 - 150 Hours Per Month/75 Hours During Securities Trading. 9.1/27/2020:WCG Wealth Advisors, LLC - DBA: Carter Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/01/1999 - 150 Hours Per Month/75 Hours During Securities Trading. 10.1/29/2020:WCG Wealth Advisors, LLC - DBA: Carter Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 02/01/1999 - 150 Hours Per Month/75 Hours During Securities Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in January 2020. I expect to spend approximately 150 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 11.1/29/2020:WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/02/2019 - 80 Hours Per Month/2 Hours During Securities Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in January 2020. I expect to spend approximately 150 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 12.1/29/2020:WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 05/15/2019 - 150 Hours Per Month/75 Hours During Securities Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in January 2020. I expect to spend approximately 150 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-04-06

Designations

Other Names

• Deana Marie Carter
• Deana Carter
• Deana Ingalls