D.A. Davidson & Co.
47yrs
Top 1% by experience in Seattle
22yrs
Ryan Ingram
Financial advisor at United Capital Financial Advisors
Ryan Ingram is a fiduciary financial advisor in Seattle, Washington, with 22 years in the industry. Ryan joined United Capital Financial Advisors in 2020, after two years at BNY Mellon Securities and four years at Schwab Wealth Advisory. Ryan’s designations include CFA and CFP®.
One of 1981 advisors with offices in Seattle, and one of 1838 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 67% of advisors in Washington
Office601 Union Street Suite 5301, Seattle, WA 98101
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$829,769
Advisors at the firm166
States licensed ?1 state
Services through United Capital Financial Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowUnited Capital Financial AdvisorsCurrent firm
- 2018 – 2020BNY Mellon Securities CorporationPreviously
- 2012 – 2015Schwab Wealth Advisory, Inc.Previously
- 2007 – 2016Charles Schwab & CO., Inc.Previously
- Feb 2007 – Jul 2007Wells Fargo Clearing Services, LLCPreviously
- Apr 2006 – Sep 2006Micg Investment Management, LLCPreviously
Contact Ryan
(972) 822-2055Firm headquarters in Irving, TX. Ask for Ryan. 601 Union Street Suite 5301Seattle, WA 98101Office · Get directions Facebook pageUnited Capital Financial Advisors
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ryan
How do I contact Ryan?
Call United Capital Financial Advisors at (972) 822-2055 and ask for Ryan Ingram. Ryan works from the Seattle, WA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2005, about 22 years. More experience than 67% of advisors in Washington.
What licenses does Ryan hold?
Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
United Capital Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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