JI
JI

Joseph Randolph Ingram

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,162 clients
Average Client Portfolio
$195K average
Assets Under Management
$226.9M

Fee Structure

Minimum Investment:None
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Location

12549 Louetta Road, Cypress, TX, 77429

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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.

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Other Business ActivitiesSells Insurance

Joseph is a licensed insurance agent since 2017, dedicating about 10-20% of his time to this activity. He is also a board member for Humble Whiskey Club.

Employment History
Current Registrations
Centric Advisors, LLC
January 2018 - Present · 8 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.