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Paladin Research Report For:

Grant Ingram

Benjamin F. Edwards

CFP®
5250 W. 116th Place
Suite 320
Leawood, KS 66211
913-253-1403

About Grant Ingram

When it comes to investment planning and preparing an investment approach that helps meet your needs, it all starts with trust. Whether planning for retirement, investing for growth or managing your wealth, you can trust my personalized service on your financial journey.

As a member of Benjamin F. Edwards, I take the time to get to know clients and their circumstances. This will drive their financial goals and help form the framework of their financial plan. As we work together, I'll ask a lot of questions and carefully listen to your responses. From there, we'll work to put a written plan together and meet periodically to evaluate your progress. We'll also use annual meetings to update your investment needs and make strategy changes if necessary.

See Disclosures

General Information

Firm Start Year
  • 2008
CRD#
  • 2720225
Firm CRD#
  • 146936
Name of Broker/Dealer
  • Benjamin F. Edwards
Name of Custodial Firm
  • Pershing
Number of Years with Current Firm
  • 13

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®

Disclosures

BFE Client Relationship Summary

BFE Firm Brochure

BFE Wrap Fee Program Brochure

Grant Ingram ADV 2B


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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892904/paladinregistry-Benjamin-F.-Edwards-detailed-disclosure.html