Alex
Suggs
Integrated Advisors Network LLC
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About this Advisor
Alex Suggs is a financial advisor operating in Dallas, Texas with a total of 4 years of industry experience. Suggs is an advisor for Integrated Advisors Network LLC. Throughout their career, they have worked at The Vanguard Group, Inc, University Of South Carolina, South Carolina House Of Representatives, Ubs Financial Services Inc, Integrated Advisors Network, LLC and Capital City Financial Partners. Suggs has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and South Carolina. Integrated Advisors Network LLC is a registered investment company operating out of Dallas, TX. The firm has offices in 39 locations and a total of 81 employees. It handles $4 billion in assets under management among its 11,258 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 40 charities and foundations. Of its 11,258 customer accounts, just 5% are held by high-net-worth individuals who have more than $1 million in investable assets. The business provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by Integrated Advisors Network LLC likely are comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Advisors Network LLC Brokerage Details
$3,553,521,550
81
11,258
$315,644
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Alex Suggs Work History
Alex has been registered as a financial advisor for 4 years.*
Integrated Advisors Network, LLC
Capital City Financial Partners
Ubs Financial Services Inc
The Vanguard Group, Inc
South Carolina House Of Representatives
University Of South Carolina
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alex Suggs 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
Springfield, MO
Dallas, TX
Dallas, TX
Hartford, CT
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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