Ingram Advisory Services, LLC

Ingram Advisory Services, LLC (CRD# 123508) is a financial advisory firm headquartered in Winter Haven, FL. They manage $128,075,988 in 500 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $256,152
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Ingram Advisory Services, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Donna M. Seymour
CRD#: 1714302
799 Overlook Drive, Winter Haven, FL 33884
93
Wealthminder
score

Donna Seymour (CRD# 1714302) is an Investment Advisor Representative working at Ingram Advisory Services, LLC in Winter Haven, FL and has over 29 years of experience in the finance industry.

2
Dustin L. Weeder
CRD#: 6152502
799 Overlook Drive, Winter Haven, FL 33884
88
Wealthminder
score

Dustin Weeder (CRD# 6152502) is an Investment Advisor Representative working at Ingram Advisory Services, LLC in Winter Haven, FL and has over 2 years of experience in the finance industry.

3
Donnie E. Ingram
CRD#: 1416971
799 Overlook Drive, Winter Haven, FL 33884
86
Wealthminder
score

Donnie Ingram (CRD# 1416971) is an Investment Advisor Representative working at Ingram Advisory Services, LLC in Winter Haven, FL and has over 18 years of experience in the finance industry. Donnie Ingram has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael G. Seymour
CRD#: 1597042
799 Overlook Drive, Winter Haven, FL 33884
83
Wealthminder
score

Michael Seymour (CRD# 1597042) is an Investment Advisor Representative working at Ingram Advisory Services, LLC in Winter Haven, FL and has over 29 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.