AB
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
4290 S Rainbow Blvd, Las Vegas, NV, 89103
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
Aaron works as a driver for Uber Technologies Inc. This takes a few hours per week and is not investment-related.
Employment History
Current Registrations
The Leaders Group, INC.Broker
July 2025 - Present · 6 mos
The Leaders Group, INC.
July 2025 - Present · 6 mos
Integrated Advisors Network LLC
June 2025 - Present · 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2023 - June 2025 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
January 2023 - June 2025 · 2 yrs 5 mos
State Registrations2 states
NVTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.