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Deana Carter Ingalls

Investment Adviser Representative at IP FINANCIAL ADVISORY SERVICES LLC

Rancho Santa Fe, CACRD #2239742Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
2 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaFlorida
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 4/6/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/9/1997
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/16/1993

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

IP FINANCIAL ADVISORY SERVICES LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INNOVATION PARTNERS LLCCurrent
9/14/2022Rancho Santa Fe, CA
LPL FINANCIAL LLC
7/17/20069/12/2022RANCHO SANTA FE, CA
LINCOLN FINANCIAL ADVISORS CORPORATION
2/5/19967/20/2006SAN DIEGO, CA
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
2/5/19965/16/2006FORT WAYNE, IN
EQUICO SECURITIES, INC.
2/22/19931/12/1996NEW YORK, NY
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
2/22/19931/12/1996NEW YORK, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Deana Carter Ingalls has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Deana Carter Ingalls - Financial Advisor in Rancho Santa Fe, CA | AdvisorFinder