AdvisorOS Directory
Claim Profile
PI

Phyllis S. Ingram

CRI WEALTH ADVISORS, L.L.C.·ENTERPRISE, Alabama
Unclaimed Profile
901 BOLL WEEVIL CIRCLE, ENTERPRISE, AL 36330CRD# 6115434Firm CRD# 165368
01

About

Phyllis S. Ingram is a registered financial advisor based in ENTERPRISE, Alabama, affiliated with CRI WEALTH ADVISORS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CRI WEALTH ADVISORS, L.L.C.
CRI WEALTH ADVISORS, L.L.C.
AUM
$146M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CRI WEALTH ADVISORS, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 6115434
Firm CRD# 165368
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ENTERPRISE?

Browse all registered financial advisors in ENTERPRISE, Alabama or claim this profile if it's yours.

Browse ENTERPRISE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Phyllis S. Ingram offer?
Phyllis S. Ingram specializes in Financial Planning, Investment Management. Contact their office in ENTERPRISE, Alabama for a consultation.
What are Phyllis S. Ingram's credentials?
Phyllis S. Ingram is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phyllis S. Ingram located?
Phyllis S. Ingram is based in ENTERPRISE, Alabama, working with CRI WEALTH ADVISORS, L.L.C.. Their office serves clients in the ENTERPRISE metropolitan area and surrounding communities.
How does Phyllis S. Ingram charge for services?
Phyllis S. Ingram's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRI WEALTH ADVISORS, L.L.C.?
CRI WEALTH ADVISORS, L.L.C. has approximately 8 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ENTERPRISE
William Henry Carr — CRI WEALTH ADVISORS, L.L.C.Hilton Cyrial Galloway — CRI WEALTH ADVISORS, L.L.C.Richard Allan Weidner — CRI WEALTH ADVISORS, L.L.C.Stephen Crawford Riggs — CRI WEALTH ADVISORS, L.L.C.Daniel Timothy Herndon — CRI WEALTH ADVISORS, L.L.C.
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile