Russell Ingram
Russell Ingram is a registered investment advisor at Guardian Wealth Advisors, LLC, based in Johnson City, TN, with 15 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,683 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWA's investment advisory fees are individually negotiated with each client. The typical range is between 0.30% and 1.5% of the account value, depending on the size of the account, services provided, and other factors. Some accounts may be subject to a minimum annual fee. If GWA uses outside managers or platforms, those fees are added to GWA's fees. Fees can be paid monthly or quarterly, in advance or arrears.
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 is an IAR with Guardian Wealth Advisors, LLC and a registered representative with Private Client Services, LLC, each taking a full-time commitment. He also works as an insurance agent with Ingram Financial Services, selling life, disability, health, and long-term care insurance, dedicating about a quarter of his time.
Employment History
Current Registrations
Guardian Wealth Advisors, LLC
Private Client Services, LLCBroker
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
State Registrations17 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.