INTEGRATED ADVISORS NETWORK LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 171991). Regulatory assets under management: $5.5B.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Jeffrey James Groves | CO-FOUNDER; CO-FOUNDER AND MANAGING PARTNER | — |
| Linda Michelle Pix | CO-FOUNDER AND CHIEF RELATIONSHIP OFFICER | — |
| Michael Allen Young | PRESIDENT AND MANAGING PARTNER | — |
| Danielle Lynne Tyler | CHIEF COMPLIANCE OFFICER | — |
| YOUNG DAVID ALLEN | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; PRESIDENT (+2 more) | — |
| CHIN SOTHARA | CHIEF COMPLIANCE OFFICER | — |
| GOLDBERG SHARON MARLA | CHIEF COMPLIANCE OFFICER | — |
| CANNIZZARO JEFFREY SCOTT | CHIEF COMPLIANCE OFFICER | — |
| GROVES JEFFREY JAMES | CEO/MANAGING MEMBER; CO-FOUNDER AND MANAGING PARTNER; MANAGING MEMBER (+2 more) | — |
| PIX LINDA MICHELLE | CHIEF OPERATING OFFICER/MEMBER; CO-FOUNDER AND CHIEF RELATIONSHIP OFFICER; MANAGING DIRECTOR OF ADVISOR SERVICES | — |
| FITZPATRICK TRACY CARA | CHIEF MARKETING OFFICER/MEMBER | — |
| TYLER DANIELLE LYNNE | CHIEF COMPLIANCE OFFICER | — |
| INGLIS JASON FAIRBANKS | CHIEF STRATEGY OFFICER; PRESIDENT | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2024-03-12 | regulatory | THE SETTLED ORDER STATES THAT INTEGRATED FAILED TO COMPLY WITH ADVISERS ACT RULE 206(4)-1 WITH THE DISSEMINATION OF AN ADVERTISEMENT IN WHICH IT CLAIMED TO PROVIDE INVESTMENT ADVICE THAT PUT THE CLIENTS FIRST BY ALIGNING INCENTIVES AND ELIMINATING CONFLICTS OF INTEREST WITHOUT PROVIDING ANY CONTEXT… | Final | $325K |
| 2024-01-31 | regulatory | INTEGRATED NOTICE FILED AN INVESTMENT ADVISOR REPRESENTATIVE IN ARIZONA BUT FAILED NOTICE FILING WAS INCOMPLETE DUE TO NO FINGERPRINTS ON FILE. IAR PROVIDED INVESTMENT ADVISORY AND OTHER SERVICES FOR INTEGRATED CLIENTS FOR A FEE. | Final | $5K |
| — | regulatory | — | — | — |