Cora
Ingrim
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Cora Ingrim is a financial advisor based in Chevy Chase, Maryland, working with United Planners' Financial Services Of America A Limited Partner. Cora has previously held positions at Cora Ingrim - Independent Insurance Agent, United Planners' Financial Services Of America, Keating Financial Services, Cora Ingrim - Rental Property, Us Institutional Investor Forums, Lockheed Martin Corp Savings Plans - Consultant, Cora M Ingrim, and Chesapeake Capital Assoc, LLC. Cora has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland and Texas. Currently, Cora is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Chevy Chase, Maryland. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Cora Ingrim Work History
Chesapeake Capital Assoc, LLC
Keating Financial Services
Keating Financial Services
United Planners' Financial Services Of America
Keating Financial Services
Cora Ingrim - Independent Insurance Agent
Cora Ingrim - Rental Property
Cora M Ingrim
Lockheed Martin Corp Savings Plans - Consultant
Us Institutional Investor Forums
Disclosures
Please visit the SEC profile of Cora Ingrim to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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