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Patrick Ingram

Raymond James & Associates, Inc.

Plymouth, MI

CRD 7632338

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-24
  • MI RA
    APPROVED
    Since 2025-01-24

Branch Locations

505 S. Main Street, Plymouth, MI 48170 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Plymouth MI 02/2024 11/2024
Raymond James & Associates, Inc. Plymouth MI 11/2024 Present
Rfc Financial Planners Ann Arbor MI 01/2023 02/2024
Unemployed Plymouth MI 01/2013 01/2023
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-23
  • S66 Uniform Combined State Law Examination
    2025-01-23
Other Names
  • Patrick James Ingram

View on SEC IAPD

Nearby Firms

OPPENHEIMER & CO. INC.
FOGUTH WEALTH MANAGEMENT, LLC.
LPL FINANCIAL LLC

Nearby Investors

PETER PETROPOULOS
WILLIAM ALEXANDER WILLIAMS
HEATHER MARIE OTT

Nearby Offices

OPPENHEIMER & CO. INC. · PLYMOUTH, MI
FOGUTH WEALTH MANAGEMENT, LLC. · Plymouth, MI
LPL FINANCIAL LLC · PLYMOUTH, MI

More in Plymouth, MI

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