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  2. Cypress, TX
Joseph Ingram, financial advisor Cypress TX

Joseph Ingram

CRD Number: 6863224
Current Firm: Centric Advisors, LLC

Joseph Ingram (CRD# 6863224) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 6 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Centric Advisors, Llc (formerly Majors & Mondragon, Llc) Houston, TX Aug 2017 - Current 6
Helped During Family Illness Humble, TX Sep 2014 - Aug 2017 2
Humble Isd Humble, TX Mar 2014 - Sep 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2018
Contact Info for Joseph R. Ingram
By the Numbers
  • Total Assets Under Management
    178
    MILLIONS
  • Total Number of Accounts
    917
    ACCOUNTS
  • Average Account Value
    $194,086
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, ME, TX, VT

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