Duane
Burghard

Integrated Advisors Network LLC

CRD#6562590
Investment Advisor
in Tucson, AZ

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About this Advisor

Duane Burghard is a financial advisor based in Tucson, Arizona, working with Integrated Advisors Network LLC. Duane has previously held positions at New York Life Insurance Company, Nylife Securities LLC, Mardun Software LTD, Stifel Nicolaus & Co Inc, Integrated Advisors Network, LLC, and Rama Financial, LLC. Duane has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Duane is part of Integrated Advisors Network LLC, which operates out of Tucson, Arizona. The firm has 39 offices and 90 employees. The firm manages assets totaling $4.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Integrated Advisors Network LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

Tucson, AZ

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Integrated Advisors Network LLC Brokerage Details

Total Assets Under Management

$4,214,775,861

AZ Average: $3,042,739,679
Total Number of Employees

90

AZ Average: 49
Total Number of Accounts

11,998

AZ Average: 2,315
Average Account Size

$351,290

AZ Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Duane Burghard Work History

2024 - Present (0 year)

Integrated Advisors Network, LLC

2024 - Present (0 year)

Rama Financial, LLC

2016 - Present (8 years)

Stifel Nicolaus & Co Inc

2016 - 2016 (< 1 year)

Nylife Securities LLC

2015 - 2016 (1 year)

New York Life Insurance Company

2006 - 2020 (14 years)

Mardun Software LTD

Disclosures

Please visit the SEC profile of Duane Burghard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Integrated Advisors Network LLC

Douglas Shultz
San Diego, CA
David Sztrom
Dallas, TX
Amanda Klug
Kirkland, WA
Audra Mallow
Pacific Palisades, CA
Allyson Conway
Dallas, TX
Dennis Hoffman
Dallas, TX
Janet Galloway
Dallas, TX
Anna Militello
O Fallon, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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