AI
AI

Audrey Ingram

25 Years of Experience
Louisville, CO
Broker

Audrey Ingram is a registered investment advisor at Wells Fargo Advisors, based in Louisville, CO, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

801 Main St, Ste 300, Louisville, CO, 80027

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Audrey is a notary public in Colorado since 2009, notarizing documents. This activity requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2012 - Present · 13 yrs 6 mos
Wells Fargo Advisors
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
Morgan Stanley
June 2009 - November 2012 · 3 yrs 5 mos
Morgan StanleyBroker
June 2009 - November 2012 · 3 yrs 5 mos
Citigroup Global Markets INC.
August 2005 - June 2009 · 3 yrs 10 mos
Citigroup Global Markets INC.Broker
August 2005 - June 2009 · 3 yrs 10 mos
Banc One Securities Corporation
April 2005 - August 2005 · 4 mos
Banc One Securities CorporationBroker
March 2001 - August 2005 · 4 yrs 5 mos
State Registrations26 states
AZCACOFLGAIAILINKSMAMEMNMONENHNMNVNYOKORSCTXUTVAWIWY
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.
Audrey Ingram - Financial Advisor | TrueAdvisor