A complete list of active advisors currently associated with Ingram Advisory Services, LLC

Warmer can help you find a great advisor at Ingram Advisory Services, LLC or one who fits your needs even better.

Ingram Advisory Services, LLC provides financial planning, portfolio management, and pension consulting to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, and business entities. Services described in the brochure include written financial plans, discretionary and non‑discretionary portfolio management, and employer retirement plan consulting and participant education. The firm tailors investment strategies to clients’ objectives and risk tolerances, using model portfolios, mutual funds and ETFs, and ongoing monitoring and rebalancing; it also provides rollover advice to retirement‑account holders under fiduciary standards. Pension consulting engagements cover marketplace searches, service‑provider analysis, investment policy development, and periodic performance monitoring for plan sponsors. Notable features relative to peers include a high client load per advisor—approximately 380 clients served by two advisors—resulting in a higher client‑to‑advisor ratio than most supported firms. Advisors are registered representatives of Centaurus Financial and the firm is affiliated with Ingram Financial Group, a licensed insurance agency, so advisory personnel may also recommend or sell brokerage and insurance products (including variable annuities) and the firm offers an optional electronic document storage service; the brochure also discloses a 2022 FINRA settlement involving a principal related to supervisory responsibilities.

To learn more about the advisors currently working at Ingram Advisory Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.