John Ingram, AAMS®, CWS®

VP - Sr. Financial Consultant

+1 202-818-8012

Financial credentials

  • Accredited Asset Management Specialist℠
  • Certified Wealth Strategist®
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2023-present
  • VP - Financial Consultant, Charles Schwab, 2015-2023
  • AFC - Associate Financial Consultant, Charles Schwab, 2014-2015
  • Sr Specialist - High Net Worth Rep, Charles Schwab, 2013-2014
  • Specialist - Brokerage Svc Rep, Charles Schwab, 2011-2012

Education

  • University of Oklahoma - BA

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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