Ryan
Ingram

United Capital Financial Advisors

CRD#4901452
Investment Advisor
in Seattle, WA

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About this Advisor

Ryan Ingram is a financial advisor based in Seattle, Washington, working with United Capital Financial Advisors. Ryan has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, United Capital Financial Advisors, LLC, Bny Mellon, and Mbsc Securities Corporation. Ryan has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Ryan is part of United Capital Financial Advisors, which operates out of Seattle, Washington. The firm has 47 offices and 288 employees. The firm manages assets totaling $17.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at United Capital Financial Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1601 5Th Ave Ste 900
Seattle, WA 98101

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United Capital Financial Advisors Brokerage Details

Total Assets Under Management

$17,693,379,042

WA Average: $3,042,739,679
Total Number of Employees

288

WA Average: 49
Total Number of Accounts

49,991

WA Average: 2,315
Average Account Size

$353,931

WA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Ryan Ingram Work History

2020 - Present (5 years)

United Capital Financial Advisors, LLC

2018 - 2020 (2 years)

Mbsc Securities Corporation

2016 - 2020 (4 years)

Bny Mellon

2015 - 2016 (1 year)

Charles Schwab Bank

2007 - 2016 (9 years)

Charles Schwab & Co., Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Ryan Ingram to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at United Capital Financial Advisors

Benjamin English
Palm Desert, CA
Chloe Berentsen
Scottsdale, AZ
James Olmore
Carlsbad, CA
John Trent
Spring, TX
Gregory Abell
Fort Lauderdale, FL
Harrison Powell
Indianapolis, IN
Julie Hanson
Seattle, WA
Matthew Haddock
Holyoke, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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