Integrated Advisors Network LLC
Integrated Advisors Network LLC (CRD# 171991) is a financial advisory firm headquartered in Dallas, TX. They manage $4,214,775,861 in 11,998 accounts and serve the financial needs of clients across 36 states (or territories).
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Total Assets Under Management4,215MILLION
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Total Number of Accounts11,998ACCOUNTS
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Average Account Value$351,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
Patrick Kennedy (CRD# 6573677) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Hartford, CT and has over 8 years of experience in the finance industry.
Amanda Klug (CRD# 6884591) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Kirkland, WA and has over 6 years of experience in the finance industry.
Lance Lienart (CRD# 2623132) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Dallas, TX and has over 28 years of experience in the finance industry.
Mark Lublin (CRD# 2213912) is an Investment Advisor Representative working at Integrated Advisors Network LLC in West Newton, MA and has over 31 years of experience in the finance industry.
Melissa Lydon (CRD# 5757847) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Great Barrington, MA and has over 13 years of experience in the finance industry.
Audra Mallow (CRD# 3107785) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Pacific Palisades, CA and has over 25 years of experience in the finance industry.
James Mathis (CRD# 1285473) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Dallas, TX and has over 39 years of experience in the finance industry.
Eric Meushaw (CRD# 4355343) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Mount Airy, MD and has over 20 years of experience in the finance industry.
Rick Militello (CRD# 2116207) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Dallas, TX and has over 33 years of experience in the finance industry.
Leslie Miller (CRD# 5215413) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Larkspur, CA and has over 12 years of experience in the finance industry.