Steven Craig Ingram

Current Employers

Employment History

• 07/2010 → 11/2019
  Regal Securities
  Canton, OH
• 11/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2019 → Present
  Financial Management Strategies, Inc.
  Canton, OH
• 11/2016 → 03/2024
  Canton Browns Backers
  Canton, OH
• 09/2020 → Present
  Ingram Financial Services, Llc
  Canton, OH

Previous Registrations

• 2014-09-25 → 2019-12-12
  Regal Advisory Services, Inc.
  Canton, OH
  Glenview, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FINANCIAL MANAGEMENT STRATEGIES, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: OFFER ADVISORY PRODUCTS TO CLIENTS, ASSET MANAGEMENT POSITION/TITLE/RELATIONSHIP: IAR START DATE: 11/2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: IAR 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE 3. NAME OF OTHER BUSINESS: INGRAM FINANCIAL SERVICES, LLC; INVESTMENT RELATED: YES; ADDRESS: 6638 FORESTWOOD STREET NW CANTON OH 44718; NATURE OF BUSINESS: DBA FOR EXPENSES; START DATE: 9/2020; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: DBA FOR EXPENSES; 4. NAME OF OTHER BUSINESS: FRATERNAL ORDER OF EAGLES, MCKINLEY EAGLES #2370; INVESTMENT RELATED: NO; ADDRESS: 5024 MONTICELLO AVE NW CANTON, OH 44708; NATURE OF BUSINESS: FRATERNAL ORGANIZATION; START DATE: 03/2022; POSITION/TITLE/RELATIONSHIP: TRUSTEE; APX # OF HRS PER WK: 15-20 ; APX # OF HRS DURING TRADING HRS: NONE; BRIEF DESCRIPTION OF DUTIES: MANAGE, PLAN EVENTS, SUPPORT TO STAFF, RESTOCK SUPPLIES, BUILDING MAINTENANCE, REVIEW RECEIPTS DAILY; 5. NAME OF OTHER BUSINESS: MCKINLEY EAGLES #2370 CHARITY FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 5024 MONTICELLO AVE NW CANTON, OH 44708; NATURE OF BUSINESS: NON PROFIT; START DATE: 06/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SEEK OUT CHARITABLE ORGANIZATIONS TO RECEIVE DONATIONS, REVIEW APPLICATIONS FOR ORGANIZATIONS TO RECEIVE DONATIONS; 6. NAME OF OTHER BUSINESS: FRATERNAL ORDER OF EAGLES, #2370; INVESTMENT RELATED: NO; ADDRESS: 5024 MONTICELLO AVE NW CANTON, OH 44708; NATURE OF BUSINESS: FRATERNAL ORGANIZATION; START DATE: 06/2024; POSITION/TITLE/RELATIONSHIP: BUILDING MAINTENANCE COMMITTEE CHAIRMAN; APX # OF HRS PER WK: 4 ; APX # OF HRS DURING TRADING HRS: 0; BRIEF DESCRIPTION OF DUTIES: HEAD A COMMITTEE OF MEN FOR MAINTAINING THE BUILDING AND PROPERTY OF THE AERIE, GENERAL REPAIR OF EQUIPMENT AND REAL PROPERTY;

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-24
• S63 Uniform Securities Agent State Law Examination
  1987-10-20

Other Names

• Steve Ingram