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
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
Allyson is the Director of Client Services at Capital City Financial Partners since 2020. This investment-related role takes about a quarter of her time.
Employment History
Current Registrations
Integrated Advisors Network LLC
July 2021 - Present · 4 yrs 6 mos
Previous Registrations
Vanguard Marketing CorporationBroker
November 2018 - April 2020 · 1 yr 5 mos
State Registrations2 states
NCSC
Advisor
Exams
No exam information available for this advisor.