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Rita I
Series 63, Series 65
Atascadero, CA
Commonwealth Financial Network
Rita Ingram is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 15 years of industry experience. She previously worked at Principal Securities Inc and Principal Life Insurance Company from 2010 to 2023 before joining Elevare Advisors and Commonwealth Financial Network in 2023. Her other business activities include fixed insurance sales conducted during business hours at her branch location. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, with a focus on customizable portfolio construction and model portfolios managed by its Investment Management and Research team.
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