Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
84 advisors
Number of Clients
7,433 clients
Average Client Portfolio
$617K average
Assets Under Management
$4.6B

Fee Structure

Integrated is a fee-only firm. Fees are based on a percentage of assets under management, hourly charges, fixed fees, or performance fees, depending on the service selected. Final advisory fee structures are documented within the client’s written agreement.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

8117 Preston Rd, Suite 300, Dallas, TX, 75225

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 1989
Employment History
Current Registrations
Integrated Advisors Network LLC
February 2020 - Present · 5 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2009 - February 2020 · 10 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
April 2009 - February 2020 · 10 yrs 10 mos
Citigroup Global Markets INC. Broker
May 2007 - May 2009 · 2 yrs
Citigroup Global Markets INC.
May 2007 - May 2009 · 2 yrs
Citicorp Investment Services
April 2002 - May 2007 · 5 yrs 1 mo
Citicorp Investment ServicesBroker
March 1996 - May 2007 · 11 yrs 2 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.