Oak Street Funding, your support as a Gold Partner at our 2025 Advisor Summit means the world to us. Oak Street Funding is a business lending expert in specialty financing. They are committed to fulfilling client needs while also providing an empowering work environment for their employees. #financing #commitment #empower
关于我们
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!
- 网站
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https://www.integratedadvisorsnetwork.com
Integrated Advisors Network的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Dallas，Texas
- 类型
- 私人持股
- 创立
- 2014
地点
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主要
获取路线
8117 Preston Rd
#300
US，Texas，Dallas，75225
Integrated Advisors Network员工
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Duane N. Burghard
Investment Advisor
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Charles "Bruce" Woodward
Portfolio Manager/Financial Advisor at Integrated Advisors Network
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Linda Pix
Co-Founder and Chief Relationship Officer at Integrated Advisors Network
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Stephanie Clouatre
Leader in Client & Community Service | Operations & Compliance Associate at Integrated Advisors Network
动态
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Michael A. Young and Linda Pix were feeling the Integrated love in Scottsdale as they scouted properties for the 2026 Advisor Summit! #financialadvisor #fintec
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Meet Geoffrey Zimmerman of Zimmerman Wealth Advisory Group. Since 1994, Geoffrey has been dedicated to the field of financial planning, and he feels incredibly fortunate to have discovered a career that allows him to combine his creative, analytical and interpersonal skills. Making a positive impact on his clients' lives isn't just a job for Geoffrey; it's his passion. #financialadvisor #financialplanning #fintech
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Meet mother-daughter duo, Sue Katz and Amanda Klug, co-founders of Candid Financial LLC. They make differences in their clients’ lives daily and inspire others to pursue their entrepreneurial dreams. Take a moment to explore their career paths and the advice they offer to financial advisors looking to go independent. #family #financialadvisors #fintech
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Today we are highlighting Invesco US, one of our Advisor Summit 2025 Gold Partners. They are dedicated to helping investors around the world rethink possibility. #investors #fintech
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Leadership is not about being in charge. It's about taking care of those in your charge. Happy Presidents’ Day! We are closed today for Presidents’ Day! #happypresidentsday #leadership #fintech #financialadvisors
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Today we celebrate our amazing team and clients who fill our hearts with passion for what we do! Happy Valentine’s Day from our team to yours! #valentinesday #teamwork
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Take a moment to listen as Nicole Garza, our Director of Advisor Services, explores Ownership and Sacrifice—two key words she associates with service before self. #ownership #sacrifice #financialadvisor #fintech
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Curious about our Alliance Program? Take a moment to explore today’s blog post and discover the comprehensive solutions this unique alliance provides to our independent financial advisors. #alliance #solutions #financialadvisor
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Surrounded by an amazing group of colleagues in Dallas at the Schwab Executive Leadership Keystone dinner. #executives #leadership #fintech
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