JI
Joseph R. Ingram
CENTRIC ADVISORS
Cypress, TX 77429
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CRD#: 6863224
JI
Professional summary
Joseph Randolph Ingram III, who also goes by Joseph Randolph Ingram, is a registered financial advisor currently at CENTRIC ADVISORS, LLC located in Cypress, Texas.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joseph has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joseph Randolph Ingram
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Joseph is a licensed insurance agent. Investment related, yes, start date 2017, Hours per month approx. 20. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. The investment adviser always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of he investment adviser in their capacity as a licensed insurance agent. Joseph is a board member for Humble Whiskey Club.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Randolph Ingram III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 2, 2018 - Present
CENTRIC ADVISORS, LLC
Office #1: 12549 Louetta Road, Cypress, TX 77429RIA
CRD#: 282477
Cypress, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CENTRIC ADVISORS, LLC
CENTRIC | TITAN ADVISORY SERVICES, LLC | MAJORS & MONDRAGON, LLC. | CENTRIC WEALTH | CENTRIC RETIREMENT | CENTRIC PARTNERS | CENTRIC ADVISORS, LLC
CRD#: 282477 / SEC#: 801-121623
RIA
Registered Investment Advisory firm - (6/28/2021 Approved)Arizona
Registered Investment Advisory firm - (6/29/2021 Terminated)California
Registered Investment Advisory firm - (7/29/2021 Terminated)Iowa
Registered Investment Advisory firm - (12/31/2020 Terminated)Texas
Registered Investment Advisory firm - (6/29/2021 Terminated)Vermont
Registered Investment Advisory firm - (6/29/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/2/2018)
Current Firm
CA
CENTRIC ADVISORS, LLC
CENTRIC | TITAN ADVISORY SERVICES, LLC | MAJORS & MONDRAGON, LLC. | CENTRIC WEALTH | CENTRIC RETIREMENT | CENTRIC PARTNERS | CENTRIC ADVISORS, LLC
CRD#: 282477 / SEC#: 801-121623
RIA
Registered Investment Advisory firm - (6/28/2021 Approved)Arizona
Registered Investment Advisory firm - (6/29/2021 Terminated)California
Registered Investment Advisory firm - (7/29/2021 Terminated)Iowa
Registered Investment Advisory firm - (12/31/2020 Terminated)Texas
Registered Investment Advisory firm - (6/29/2021 Terminated)Vermont
Registered Investment Advisory firm - (6/29/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12549 Louetta Road, Cypress, TX 77429
Mailing Address
Phone number
(888) 215-5888
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,162 |
| AUM (Assets Under Management) | $ 226,897,006 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CENTRIC ADVISORS, LLC
CRD#: 282477Cypress, TX 77429TRUST BUT VERIFY
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