CB
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
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Charles is a principal at LongView Investment Advisors, a DBA in Boston, MA, since 2022. His hours and duties are in line with his advisory business.
Employment History
Current Registrations
Integrated Advisors Network LLC
August 2022 - Present · 3 yrs 5 mos
Previous Registrations
Dhk Financial Advisors INC
February 2016 - August 2022 · 6 yrs 6 mos
Fiduciary Wealth Partners, LLC
February 2016 - February 2016 · 0 mos
Windhaven Investment Management, INC.
November 2010 - May 2015 · 4 yrs 6 mos
Windward Investment Management INC
April 2009 - November 2010 · 1 yr 7 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.