Unclaimed Profile

Donnie Eugene Ingram

INGRAM ADVISORY SERVICES, LLC·WINTER HAVEN, Florida

SIE, Series 7, Series 24, Series 63, Series 65CFP ChFC27 years registeredINGRAM ADVISORY SERVICES, LLC

799 OVERLOOK DRIVE, WINTER HAVEN, FL 33884CRD# 1416971Firm CRD# 123508

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donnie Eugene Ingram · WINTER HAVEN, FL

Registration

CRD #1416971 · INGRAM ADVISORY SERVICES, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INGRAM ADVISORY SERVICES, LLC

INVESTORS CAPITAL ADVISORY

Jan 2005 – Jul 2016

WINTER HAVEN, FL

INGRAM ADVISORY SERVICES, LLC

Sep 1999 – Mar 2021

WINTER HAVEN, FL

EASTERN POINT ADVISORS INC.

Nov 1998 – Dec 2004

WINTER HAVEN, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 13, 1998

Years registered · 27

Professional designations · CFP, ChFC

Disclosure History

2022Regulatory·Final

2017Customer Dispute·Settled

2016Customer Dispute·Settled

2014Customer Dispute·Denied

2012Customer Dispute·Settled

10 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INGRAM ADVISORY SERVICES, LLC

CRD 123508 · SEC 801-64203

AUM

$81M

Regulatory assets under management

Employees

347 client accounts

Services offered by INGRAM ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INGRAM ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Donnie Eugene Ingram offer?

Donnie Eugene Ingram specializes in Financial Planning, Investment Management.

What are Donnie Eugene Ingram's credentials?

Donnie Eugene Ingram holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Donnie Eugene Ingram located?

Donnie Eugene Ingram is based in WINTER HAVEN, Florida, last registered with INGRAM ADVISORY SERVICES, LLC.

How does Donnie Eugene Ingram charge for services?

Donnie Eugene Ingram's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INGRAM ADVISORY SERVICES, LLC?

INGRAM ADVISORY SERVICES, LLC has approximately 5 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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