BI
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Brenda Ingram

36 Years of Experience
Chicago, IL
2 DisclosuresBrokerSells Insurance

Brenda Ingram is a registered investment advisor at Gwn Securities INC., based in Chicago, IL, with 36 years of industry experience. Brenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
506 advisors
Number of Clients
37,091 clients
Average Client Portfolio
$98K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$2K

GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.

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Location

10837 S. Western Ave., Suite #3, Chicago, IL, 60643

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History

Regulatory History (2)
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Criminal
April 1983
Final Disposition
Criminal
May 1982
Final Disposition
Other Business ActivitiesSells Insurance

Brenda operates Ivory Tower Financial Services, selling fixed insurance products since 1994, dedicating about 10-20% of her time. She also serves as Vice President and oversees operations as a board member of Eric Family Services, spending minimal time on this role.

Employment History
Current Registrations
Gwn Securities INC.
February 2016 - Present · 10 yrs 3 mos
Gwn Securities INC.Broker
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
Investors Capital CORP.Broker
March 1994 - December 2014 · 20 yrs 9 mos
Pruco Securities CorporationBroker
June 1989 - March 1994 · 4 yrs 9 mos
The Prudential Insurance Company of AmericaBroker
June 1989 - December 1993 · 4 yrs 6 mos
State Registrations10 states
CADCFLILINMDMOOHPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.