Integrated Advisors Network LLC

Integrated Advisors Network LLC (CRD# 171991) is a financial advisory firm headquartered in Palos Verdes Estates, CA. They manage $568,749,440 in 3,109 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    569
    MILLION
  • Total Number of Accounts
    3,109
    ACCOUNTS
  • Average Account Value
    $182,936
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, DE, FL, KS, MA, MD, ME, MO, NC, NM, OK, OR, PA, SC, TX, VA, WA

Financial Advisors at Integrated Advisors Network LLC
Showing 1 - 10 of 39 top financial advisors.
1
Lorrie L. Anderson
CRD#: 3037166
200 W. City Center Drive, Suite 202, Pueblo, CO 81003
96
Wealthminder
score

Lorrie Anderson (CRD# 3037166) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Pueblo, CO and has over 18 years of experience in the finance industry. Lorrie Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christopher K. Larochelle
CRD#: 4883462
310 West Main Avenue, Round Rock, TX 78664
96
Wealthminder
score

Christopher Larochelle (CRD# 4883462) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Round Rock, TX and has over 12 years of experience in the finance industry. Christopher Larochelle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Phillip L. Bell
CRD#: 3181463
11417 W. Bernardo Court, Suite 210, San Diego, CA 92127
93
Wealthminder
score

Phillip Bell (CRD# 3181463) is an Investment Advisor Representative working at Integrated Advisors Network LLC in San Diego, CA and has over 19 years of experience in the finance industry.

4
Christopher J. Calvert
CRD#: 5207227
12230 El Camino Real, Suite 230, San Diego, CA 92130
93
Wealthminder
score

Christopher Calvert (CRD# 5207227) is an Investment Advisor Representative working at Integrated Advisors Network LLC in San Diego, CA and has over 11 years of experience in the finance industry.

5
Susan E. Cross
CRD#: 4410854
1485 Florida Rd, Suite C202, Durango, CO 81301
93
Wealthminder
score

Susan Cross (CRD# 4410854) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Durango, CO and has over 16 years of experience in the finance industry.

6
William F. Drake
CRD#: 1621314
Mount Pleasant, SC
93
Wealthminder
score

William Drake (CRD# 1621314) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Mount Pleasant, SC and has over 29 years of experience in the finance industry.

7
Jerri J. Hammons
CRD#: 5419883
6119 Lagranda, Suite C #2151, Rancho Santa Fe, CA 92067
93
Wealthminder
score

Jerri Hammons (CRD# 5419883) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Rancho Santa Fe, CA and has over 10 years of experience in the finance industry.

8
Fern B. Jones
CRD#: 1563734
Weehawken, NJ
93
Wealthminder
score

Fern Jones (CRD# 1563734) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Weehawken, NJ and has over 31 years of experience in the finance industry.

9
Derek B. Levee
CRD#: 4121563
1485 Florida Rd, Suite C202, Durango, CO 81301
93
Wealthminder
score

Derek Levee (CRD# 4121563) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Durango, CO and has over 18 years of experience in the finance industry.

10
James T. Mathis
CRD#: 1285473
75 Malaga Cove Plaza, Unit 5, Palos Verdes Estates, CA 90274
93
Wealthminder
score

James Mathis (CRD# 1285473) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Palos Verdes Estates, CA and has over 33 years of experience in the finance industry.

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