AS
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
6208 Garners Ferry Rd, Suite A, Columbia, SC, 29209
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
Alex works as a senior business development manager for Capital City Financial Partners since March 2025. The business hours and duties are consistent with his advisory practice.
Employment History
Current Registrations
Integrated Advisors Network LLC
April 2025 - Present · 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 2024 - February 2025 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2024 - February 2025 · 6 mos
Integrated Advisors Network LLC
September 2019 - July 2024 · 4 yrs 10 mos
UBS Financial Services INC.
June 2019 - June 2019 · 0 mos
UBS Financial Services INC. Broker
April 2019 - June 2019 · 2 mos
Vanguard Marketing CorporationBroker
November 2016 - December 2018 · 2 yrs 1 mo
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.