Integrated Advisors Network
Financial Services
8117 Preston Rd
9 employees
- Employees
- 9
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Integrated Advisors Network Overview
- Headquarters
- 8117 Preston Rd
- Phone Number
- Available in AeroLeads
- Website
- integratedadvisorsnetwork.com
- Industry
- Financial Services
- Employees
- 9
- Founded
- 2014
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Integrated Advisors Network
Integrated’s “Everything but the Client” Advisor Solutions Platform delivers all the technology, services, and support for financial advisors to operate a successful and compliant independent advisory practice, empowering advisors with 100% ownership of their business and the freedom to focus on their clients. INTEGRATED'S MISSION To shape the future of financial services by empowering our network advisors, team members, and strategic partners to create independent ownership opportunities for every financial professional through innovative strategies and unparalleled service. Transition. Compliance. Operations. Technology. Investments. Branding. GET INTEGRATED!
Integrated Advisors Network Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Integrated Advisors Network Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Stephanie Clouatre | Leader in Client & Community Service - Operations & Compliance Associate at Integrated Advisors Network | Littleton, Colorado, United States |
Email
Phone
|
| Linda Pix | Co-founder and Chief Relationship Officer @ Integrated Advisors Network - Driving Advisor Independence | Houston, Texas, United States |
Email
Phone
|
| Charles "Bruce" Woodward | Portfolio Manager/financial Advisor at Integrated Advisors Network | Sausalito, California, United States |
Email
|
| Duane N. Burghard | Investment Advisor - Wall Street Experience, Main Street Values - Helping Clients Grow Wealth & Advisors Escape Brokerage Firm Quotas | Tucson, Arizona, United States |
Email
|
Employees by Management Level
Executive
3 profiles
Individual contributor
2 profiles
Associate / junior
2 profiles
Director
1 profile
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 3 | 3 | 1 |
| Sales | 1 | 1 | 1 |
| General | 1 | 1 | 0 |
| Finance | 1 | 1 | 0 |
Integrated Advisors Network Tech Stack
Cloud / infrastructure
6 profiles
Compare Similar Companies to Integrated Advisors Network
Visory
It Services And It Consulting
CAZ Investments
Financial Services
Integrated Advisory
Investment Management
Premier Wealth Advisors
Financial Services
McClarren Financial Advisors, Inc.
Financial Services
Founders Financial Alliance, LLC
Investment Management
Integrated Wealth Advisors
Financial Services
Walleye Partners
Financial Services
Earthaconter Community
Professional Training And Coaching
Witriol Consulting
Business Consulting And Services