AM
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 (3)
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
April 2014Customer Dispute
February 2012Denied
Customer Dispute
June 2009Settled
Other Business Activities
Audra is a trustee for the College of William & Mary Foundation Board since 2012, guiding policies and fundraising, and president of the University of Chicago Booth School of Business LA Alumni Board since 2007, maintaining the alumni network. These activities require minimal time.
Employment History
Current Registrations
Integrated Advisors Network LLC
April 2016 - Present · 9 yrs 9 mos
Previous Registrations
Miracle Mile Advisors, LLC
October 2015 - April 2016 · 6 mos
Barclays Capital INC.
November 2011 - May 2014 · 2 yrs 6 mos
Morgan Stanley Smith Barney LLC
June 2009 - November 2011 · 2 yrs 5 mos
Morgan Stanley & CO. Incorporated
May 2002 - June 2009 · 7 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.