AdvisorOS Directory
Claim Profile
Unclaimed Profile
PI

Phyllis S. Ingram

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Phyllis S. Ingram · ENTERPRISE, AL
Registration
CRD #6115434 · CRI WEALTH ADVISORS, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Phyllis

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Phyllis is the right fit? Take our 2-minute quiz →

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
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
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 at CRI WEALTH ADVISORS, L.L.C.

Daniel Timothy Herndon
ENTERPRISE, AL
Hilton Cyrial Galloway
ENTERPRISE, AL
Richard Allan Weidner
ENTERPRISE, AL
D. Timothy Holloway
ENTERPRISE, AL
Stephen Crawford Riggs
ENTERPRISE, AL
Steven Allen Wheeler
BOWLING GREEN, KY

More Advisors in ENTERPRISE, Alabama

William Henry Carr
CRI WEALTH ADVISORS, L.L.C.·ENTERPRISE, AL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)IRONDALE (13)FAIRHOPE (13)HOOVER (10)TUSCALOOSA (9)VESTAVIA (8)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
Request removal of this profile