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Joshua Paul Ingram

Advisor Resource Council

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About Joshua Paul Ingram

Joshua Ingram is a financial advisor with over 10 years of experience in the industry. Joshua is currently registered with Advisor Resource Council in Texas and California. Joshua has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Joshua specializes in providing financial planning, investment management, and retirement planning services. Joshua is committed to helping clients achieve their financial goals.

Firm Information

Joshua Ingram is currently registered with Advisor Resource Council. The Advisor Resource Council is a Dallas, TX-based firm with 91 investment adviser representatives and $2.45 billion in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and other investment advisers. They are also a registered investment adviser with the SEC.
Advisor Resource Council

15110 DALLAS PARKWAY

DALLAS, TX 75248

$2.45B

Assets Under Management

11

Total Clients

75

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Ingram’s Registration & Firm History

TX

01/04/2021 - Present

Advisor Resource Council (DALLAS TX)

CA

04/30/2014 - 12/31/2020

AVANTAX INVESTMENT SERVICES, INC. (Bishop CA)

CA

09/13/2012 - 05/05/2014

EDWARD JONES (MAMMOTH LAKES CA)

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Licenses & Designations

BOTH

Issued 09/27/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Paul Ingram.
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