Cora Margaret Ingrim

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/1993 → Present
  Cora Ingrim - Independent Insurance Agent
  Chevy Chase, MD
• 05/1999 → Present
  United Planners' Financial Services Of America
  Scottsdale, AZ
• 05/1999 → Present
  Keating Financial Services
  Columbia, MD
• 06/1992 → Present
  Cora Ingrim - Rental Property
  Corolla, NC
• 01/2000 → Present
  Keating Financial Services
  Chevy Chase, MD
• 01/2000 → Present
  Keating Financial Services
  Chevy Chase, MD
• 03/2019 → 10/2023
  Cora M Ingrim
  Chevy Chase, MD
• 11/2019 → Present
  Chesapeake Capital Assoc, Llc
  Columbia, MD

Other Businesses

1.) KEATING FINANCIAL SERVICES - VP - NON-VARIABLE INSURANCE - CHEVY CHASE, MD - SINCE 01/2000 - INVESTMENT RELATED 2.) CORA INGRIM - CO-OWNER/LANDLORD - BEACH RENTAL PROPERTY - COROLLA, NC - SINCE 06/1992 - NOT INVESTMENT RELATED 3.) KEATING FINANCIAL SERVICES - VICE PRESIDENT - DBA FOR MARKETING PURPOSES ONLY - CHEVY CHASE, MD - SINCE 01/2000 - INVESTMENT RELATED 4.) CHESAPEAKE CAPITAL ASSOC, LLC - MEMBER - LLC, ESTABLISHED FOR SOLE PURPOSES OF HOLDING THE UNITED PLANNERS' PARTNERSHIP UNIT - COLUMBIA, MD - SINCE 11/2019 - NOT INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-08
• S63 Uniform Securities Agent State Law Examination
  1993-05-26

Designations

• Certified Financial Planner
• Chartered Financial Analyst