GrantIngram- Financial Advisor Leawood, KS

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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

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
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Paladin Research Report For:

Grant Ingram

Benjamin F. Edwards