Robert Lawrence Ingram II
Investment Adviser Representative at Center FOR Financial Planning Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Lawrence Ingram II is an investment adviser representative with Center for Financial Planning Inc in Southfield, MI, where they have been registered since 2018. They have worked in the securities industry since 2003 and have been registered with 3 firms, including Raymond James Financial Services Advisors, Inc and Ameriprise Financial Services, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 15
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
- Broker:
21 states and territories
Alaska, Arizona, California, Connecticut, Florida, Georgia, Illinois, Maine, Massachusetts, Michigan, New Hampshire, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Utah, Virginia, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- TRU Vista Wealth Advisors-ameripriseJul 2008 – Jun 2017Troy, MI
- Ameriprise Financial Services, Inc.Aug 2003 – Jun 2017Troy, MI
- Raymond James Financial Services, Inc.Aug 2017 – no end date reportedSouthfield, MI
- Raymond James Financial Services Advisors Inc.Aug 2017 – Jun 2020Southfield, MI
- Center for Financial Planning, IncAug 2017 – no end date reportedSouthfield, MI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Center FOR Financial Planning Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- First $500,0001.20%
- Next $1,500,000 ($500,000-1,999,999)0.90%
- Next $2,000,000 ($2,000,000-3,999,999)0.80%
- Next $1,000,000 ($4,000,000-4,999,999)0.60%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Southfield, MI
- SEC file number:
- 801-65076
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 11, 2026
View full firm profileOther advisors at Center FOR Financial Planning Inc
Showing 12 of 17 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Lawrence Ingram II 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.
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