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INTEGRATED ADVISORS NETWORK LLC
INTEGRATED ADVISORS NETWORK LLC
DALLAS, Texas
·
5 registered advisors
·
CRD# 171991
SEC# 801-96203
39
855-729-4222
01
Firm Overview
AUM
$4.2B
Regulatory assets under management
Employees
90
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at INTEGRATED ADVISORS NETWORK LLC
5 registered advisors
Danielle Lynne Tyler
DALLAS, Texas
CRD# 5063803
Jeffrey James Groves
DALLAS, Texas
CRD# 2252184
Linda Michelle Pix
DALLAS, Texas
CRD# 2162592
Michael Allen Young
DALLAS, Texas
CRD# 2408324
Tracy Cara Fitzpatrick
PALOS VERDES ESTATES, California
CRD# 6482287
05
Office Locations
DALLAS, Texas
4 advisors
PALOS VERDES ESTATES, California
1 advisor
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Data sourced from SEC Form ADV filings. INTEGRATED ADVISORS NETWORK LLC (CRD# 171991) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.