Jerry Lance Ingram

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2008 → 02/2018
  Lpl Financial Llc
  Midland, TX
• 02/2018 → 11/2018
  Unemployed
  Midland, TX
• 11/2018 → 06/2022
  Elite Financial Management
  Dallas, TX
• 06/2022 → 12/2022
  Unemployed
  Midland, TX
• 01/2023 → 08/2023
  Alicorn Investment Management
  Dallas, TX
• 08/2023 → Present
  Raymond James Financial Services, Inc.
  Dallas, TX
• 11/2023 → Present
  Raymond James Financial Services Advisors, In
  Dallas, TX

Previous Registrations

• 2016-02-04 → 2018-03-05
  Lpl Financial Llc
  Midland, TX
  Dallas, TX
  Midland, TX
  San Diego, CA
  Midland, TX

Other Businesses

(1) Alicorn Investment Management Address: 18333 Preston Rd Ste 300, Dallas, TX, 75252-6024, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/17/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Client support for William Dendy- 852K

Exams

• S66 Uniform Combined State Law Examination
  2023-11-07
• S65 Uniform Investment Adviser Law Examination
  2016-01-27
• S63 Uniform Securities Agent State Law Examination
  1998-12-03

Other Names

• J Lance Ingram
• Lance Ingram