Russell Ingram
Russell Ingram is a ChFC-designated registered investment advisor at Guardian Wealth Advisors, LLC, based in Johnson City, TN, with 32 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 2,262 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Typical range of fees is between 0.30% and 1.50% depending on account size, services provided, and negotiation. Fees are individually negotiated with each client.
Fee Estimator
Location
2903 E Oakland Ave, Johnson City, TN, 37601
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Russell owns land used for golf courses through Golf Tenn Partnership since 1995, dedicating about 10-20% of his time. He is also an insurance agent and owner at Ingram Financial Services since 1969, selling life, disability, health, long-term care, group medical, and ancillary insurance, which takes more than full-time hours.
Employment History
Current Registrations
Guardian Wealth Advisors, LLC
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
State Registrations2 states
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
More Advisors
- Barbara Deitel, CFPGuardian Wealth Advisors, LLC
- Rebekah Burton, CFPRoan Capital Partners
- David Paduch, CFPUBS Financial Services INC.
- Andrew Ferguson, ChFCOsaic Wealth, INC.
- Sheila Wandell, ChFC
- Michael Merritt, CFPEdward Jones