Ryan Ingram
Investment adviser representative at United Capital Financial Advisors
19 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$24.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- United Capital Financial Advisors, LLCDec 2020 to now
- Mbsc Securities CorporationOct 2018 to Dec 2020
- BNY MellonNov 2016 to Dec 2020
- Charles Schwab BankDec 2015 to Nov 2016
- Charles Schwab & Co., Inc.Jul 2007 to Nov 2016
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (WA).
United Capital Financial Advisors
Legal name: United Capital Financial Advisors, LLC
$24.6BAssets managed
25,510Clients
165Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4901452
- Firm CRD
- 134600