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Advisors / Michigan / Plymouth
2yrs

Patrick Ingram

Financial advisor at Raymond James & Associates

Patrick Ingram is a fiduciary financial advisor in Plymouth, Michigan, with 2 years in the industry. Patrick joined Raymond James & Associates in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 162 advisors with offices in Plymouth, and one of 151 fiduciaries.

Plymouth, MI 48170Fiduciary advisor

At a glance

Experience2 years (since 2025)
How that compares ?2 years in the industry
Office505 S. Main Street, Plymouth, MI 48170
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state

Services through Raymond James & Associates

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Jan 2025 – now

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Patrick

How do I contact Patrick?

Call Raymond James & Associates at 727-567-1000 and ask for Patrick Ingram. Patrick works from the Plymouth, MI office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 2025, about 2 years. 2 years in the industry.

What licenses does Patrick hold?

Series 66. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Patrick paid?

Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Patrick 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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