Barry Investment Advisors
39yrs
Top advisor by experience in New Bedford
23yrs
Mark Ingram is a financial advisor in New Bedford, Massachusetts, with 23 years in the industry. Mark joined Stifel, Nicolaus & Company in 2025, after four years at B. Riley Wealth Advisors and four years at Winslow Wealth Management. Mark holds the CFA designation.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors in New Bedford
OfficeNew Bedford, MA
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?1 state
Services through Stifel, Nicolaus & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Apr 2025 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2021 – 2025B. Riley Wealth Advisors, Inc.Previously
- 2018 – 2021Winslow Wealth Management LLCPreviously
- Jan 2017 – Dec 2017Winslow Wealth Management LLCPreviously
- 2015 – 2021Winslow, Evans & Crocker, Inc.Previously
- Sep 2003 – Sep 2004Columbia Management Advisors, Inc.Previously
Contact Mark
New Bedford, MAOffice · Get directions Firm main line(314) 342-2000Headquarters: Stifel, Nicolaus & Company · St. Louis, MOIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mark
Tailored to Mark’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for Mark Ingram. Mark works from the New Bedford, MA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2003, about 23 years. More experience than 68% of advisors in New Bedford.
What licenses does Mark hold?
Series 63. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mark paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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