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Andrew Ingeme

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Fairhaven, MA 02719

Credentials

Series 63, Series 65

Industry experience

3 years

About

Andrew Ingeme is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. He has been associated with Cambridge Investment Research entities since 2022 and is also president of Sea Green Bookkeeping and Tax Services Inc, a company providing accounting, bookkeeping, payroll, notary, insurance, benefits, human resources, and wealth management services. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple account platforms.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

145 Bridge St.

Fairhaven, MA 02719

Most active in

Massachusetts

Work history

Cambridge Investment Research Advisors

2023 - Present (3 years)

Cambridge Investment Research Inc.

2022 - Present (4 years)

Cambridge Investment Research Inc.

2022 - 2022 (1 year)

Sea Green Bookkeeping & Tax Services Inc

2017 - Present (9 years)

Lantana, LLC

2009 - 2022 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Earle Johnson is a financial advisor at Boselah Investments with 11 years of industry experience. He holds a Series 65 designation and has led Boselah Investments since 2014. His background includes public accounting and commercial banking. Boselah Investments provides discretionary investment management and tailored portfolio services for individuals, high-net-worth investors, businesses, and trusts. The firm employs a range of instruments and strategies, including fundamental, technical, and cyclical analysis, and conducts active trading primarily through Interactive Brokers’ platform.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Roger Saint Pierre is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with Northeast Capital Management, Inc. since 1999 and also has a long-standing association with Rhs Associates dating back to 1973. Northeast Capital Management provides discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs both fundamental and technical analysis and implements client-specific portfolios using a range of strategies tailored to each client’s objectives.

Active portfolio management
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Fall River, MA

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Real estate investing
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Equity compensation tax strategy Options & derivatives strategies Retirement income strategy Tax-loss harvesting Debt management
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Michael P

Series 63, Series 65

Marion, MA

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Passive / index investing Active portfolio management Private / alternative investments
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John W

CFP®, Series 63, Series 65

New Bedford, MA

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Wealth management
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