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
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.

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Other Business ActivitiesSells Insurance

Arnell is an independent licensed insurance agent since 2003, selling accident & health, life, and variable insurance products.

Employment History
Current Registrations
Integrated Advisors Network LLC
May 2022 - Present · 3 yrs 8 mos
Previous Registrations
Fortune Financial Services, INC.Broker
June 2021 - May 2025 · 3 yrs 11 mos
One Seven
February 2021 - April 2022 · 1 yr 2 mos
Morgan Stanley Broker
June 2009 - March 2021 · 11 yrs 9 mos
Morgan Stanley
June 2009 - March 2021 · 11 yrs 9 mos
Citigroup Global Markets INC.
May 2002 - June 2009 · 7 yrs 1 mo
Citigroup Global Markets INC. Broker
October 2001 - June 2009 · 7 yrs 8 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.