Donna Seymour has been Managing Member of Ingram Advisory Services since October 2018, is a control person of the firm and directly owns between 50% and 75% of it.
Ingram Advisory Services, LLC is a Winter Haven, FL firm with $109M under management, 380 clients and 2 advisers in one office, as of its July 2026 filing.
Donna Seymour is Chief Operations Officer, Wealth Advisor of Ingram Financial Group, based in Winter Haven, Florida. She has been in financial services for over 31 years. She spent almost seven years providing planning services at Lakeland Regional Medical Center in Lakeland, Florida.
Donna Seymour’s longest registration is the current one, 17 years at Ingram Advisory Services since 2009. Before joining Ingram Advisory Services in 2009, Donna Seymour was registered through Investors Capital Advisory and Banc of America Investment Services, Inc.
- Centaurus Financial, Inc.– · 1 yearWinter Haven, FL · Adviser representative · Firm CRD 30833
- – present · 17 yearsWinter Haven, FL · Adviser representative · Firm CRD 123508
- Investors Capital Advisory– · 1 yearWinter Haven, FL · Adviser representative · Firm CRD 30613
- Banc of America Investment Services, Inc.– · 1 yearWinter Haven, FL · Adviser representative · Firm CRD 16361
- Metlife Securities Inc.– · 2 yearsWinter Haven, FL · Adviser representative · Firm CRD 14251
- Citistreet Financial Services LLC– · 4 yearsAlpharetta, GA · Adviser representative · Firm CRD 107311
Investment adviser representative registrations
Donna Seymour is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2009; the most recent is Texas, in July 2018.
- FloridaSince 15 September 2009
- TexasResidentSince 23 July 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 20 September 2001 |
| Series 7 | General Securities Representative Examination | 16 April 1988 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 November 1987 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 August 1987 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Donna Maria Seymour
- CRD
- 1714302
- Firm
- Ingram Advisory Services · CRD 123508
- Role
- Managing Member
- Office
- 799 OVERLOOK DRIVE, Winter Haven, FL 33884
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 1990
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- ingramfinancialgroup.com
Where does Donna Seymour work?
Donna Seymour has been Managing Member of Ingram Advisory Services, LLC since October 2018, and is a control person of the firm.
Is Donna Seymour a financial advisor?
Yes. Donna Seymour has a current investment-adviser registration in Florida and Texas, through Ingram Advisory Services since September 2009.
How many years of experience does Donna Seymour have?
Donna Seymour has 36 years in the financial industry, since February 1990, across 6 adviser firms.
What exams has Donna Seymour passed?
Donna Seymour has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 65. The earliest, the Series 63, was passed in August 1987. FINRA credited Donna Seymour with the SIE, which began in October 2018.
Where did Donna Seymour work before Ingram Advisory Services?
Before Ingram Advisory Services, Donna Seymour was registered through Banc of America Investment Services, Inc., May 2008 to August 2009; Metlife Securities Inc., December 2005 to May 2008; Citistreet Financial Services LLC, October 2001 to January 2006.
Where is Donna Seymour based?
Donna Seymour’s registered office is in Winter Haven, FL.
Is Donna Seymour registered with FINRA?
Yes. Donna Seymour has a current broker registration, under CRD 1714302.
Source: FINRA BrokerCheck
How can I verify Donna Seymour’s record?
Search CRD 1714302 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Donna Seymour’s full registration record.
