Unclaimed Profile

Christopher Matthew Ingram

PROSPERITAS FINANCIAL, LLC·VALENCIA, California

SIE, Series 7, Series 24, Series 31, Series 51, Series 63, Series 65Clean record26 years registeredPROSPERITAS FINANCIAL, LLC

25060 AVENUE STANFORD, VALENCIA, CA 91355CRD# 3156210Firm CRD# 315768

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Matthew Ingram · VALENCIA, CA

Registration

CRD #3156210 · PROSPERITAS FINANCIAL, LLC · 26 years registered

Brand Profile

Not yet started

Career History

PROSPERITAS FINANCIAL, LLC

Aug 2021 – present

NEXT FINANCIAL GROUP, INC.

Dec 2007 – Apr 2022

VALENCIA, CA

PARK AVENUE SECURITIES LLC

Apr 2007 – Dec 2007

VALENCIA, CA

WOODBURY FINANCIAL SERVICES, INC.

Aug 2003 – Mar 2007

SANTA CLARITA, CA

MORGAN STANLEY

Apr 2000 – Jul 2003

VALENCIA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 51

Series 63

Series 65

Registration record

First registered · April 11, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROSPERITAS FINANCIAL, LLC

CRD 315768 · SEC 801-122207

AUM

$392M

Regulatory assets under management

Employees

1,655 client accounts

Services offered by PROSPERITAS FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PROSPERITAS FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Matthew Ingram offer?

Christopher Matthew Ingram specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VALENCIA, California for a consultation.

What are Christopher Matthew Ingram's credentials?

Christopher Matthew Ingram is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Matthew Ingram located?

Christopher Matthew Ingram is based in VALENCIA, California, working with PROSPERITAS FINANCIAL, LLC. Their office serves clients in the VALENCIA metropolitan area and surrounding communities.

How does Christopher Matthew Ingram charge for services?

Christopher Matthew Ingram's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROSPERITAS FINANCIAL, LLC?

PROSPERITAS FINANCIAL, LLC has approximately 15 employees and manages $392M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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