Doug Ingram, AIF®

Doug Ingram, AIF®

President/CEO

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Phone: (205) 444-5592 | (251) 424-7559
Fax: (877) 414-3971
E-mail:
 

After obtaining a degree in Business Administration, Doug Ingram assumed an operations management role with the successful family business.  This provided him the opportunity to gain personal experience in managing the unique planning needs for the business, his family, as well as other employees and key people.

Doug entered the financial services industry after the selling of the family business.  He now works with individuals as well as other business owners & executives to share his personal 30-plus years of business and personal financial experience.  Specifically, he offers a comprehensive planning approach that provides insight to different ideas and solutions to help meet the unique financial challenges of his clients. 

Doug is a Senior Financial Representative with Principal Financial Group and a Registered Representative and Investment Adviser Representative with Principal Securities, he hold the Accredited Investment Fiduciary (AIF®) professional designation.  He's a 10+ Year Qualifying Member of the Million Dollar Roundtable (MDRT), a member of the National Association of Insurance & Financial Advisors (NAIFA),  a member of the National Society of Human Resource Management (NSHRM), and a nine time member / qualifier of the Principal Leaders Edge Recognition Group.  Doug is a licensed Life & Health Insurance agent, as well as securities registered with a Series 6, 63, 7, and 65 securities registrations.  He is licensed in Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Michican, Mississippi, Missouri, Nebraska, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia and Wisconsin.





 AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework.  The AIF Designation does not mean the holder is acting in a fiduciary capacity.