Joshua Ingram, financial advisor Dallas TX

Joshua Ingram

CRD Number: 6104439
Current Firm: Advisor Resource Council

Joshua Ingram (CRD# 6104439) is an Investment Advisor Representative working at Advisor Resource Council in Dallas, TX and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Bishop, CA Jan 2021 - Current 3
Advisor Resource Council Bishop, CA Jan 2021 - Current 3
Avantax Insurance Agency LLC Bishop, CA Mar 2020 - Jan 2021 < 1
Avantax Investment Services, Inc. Bishop, CA Apr 2014 - Jan 2021 6
Avantax Advisory Services Bishop, CA Apr 2014 - Jan 2021 6
Edward Jones St Louis, MO Aug 2012 - Apr 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Joshua P. Ingram
Phone Number: (972) 421-1360
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,453
    MILLIONS
  • Total Number of Accounts
    12,244
    ACCOUNTS
  • Average Account Value
    $200,328
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

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