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Donnie Eugene Ingram

INGRAM ADVISORY SERVICES, LLC·WINTER HAVEN, Florida
Clean recordINGRAM 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Donnie Eugene Ingram is a registered financial advisor based in WINTER HAVEN, Florida, affiliated with INGRAM ADVISORY SERVICES, LLC. 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

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03

Firm Overview

Firm
INGRAM ADVISORY SERVICES, LLC
INGRAM ADVISORY SERVICES, LLC
AUM
$81M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at INGRAM ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1416971
Firm CRD# 123508
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donnie Eugene Ingram offer?
Donnie Eugene Ingram specializes in Financial Planning, Investment Management. Contact their office in WINTER HAVEN, Florida for a consultation.
What are Donnie Eugene Ingram's credentials?
Donnie Eugene Ingram is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donnie Eugene Ingram located?
Donnie Eugene Ingram is based in WINTER HAVEN, Florida, working with INGRAM ADVISORY SERVICES, LLC. Their office serves clients in the WINTER HAVEN metropolitan area and surrounding communities.
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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Michael Glenn Seymour
WINTER HAVEN, FL

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