Christopher
Richard

Integrated Advisors Network LLC

CRD#2191827
Investment Advisor
in Dallas, TX

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About this Advisor

Christopher Richard is a financial advisor who works in Dallas, Texas who has 8 years of industry experience. Richard is an advisor for Integrated Advisors Network LLC. During their career, Richard has held roles at First Allied Securities, Inc, Advanced Equities Wealth Management, First Allied Advisory Services, Inc, Dfpg Investments, Inc and Integrated Advisors Network. Richard maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Integrated Advisors Network LLC is a registered investment business that has its headquarters in Dallas, TX. The firm has offices in 39 locations and a total of 81 advisors. It controls $4 billion in assets under management among its 11,258 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 40 charitable organizations. Of its 11,258 customer accounts, just 5% are held by high-net-worth clients who have at least $1 million in assets. Integrated Advisors Network LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which service is provided. Fee types charged by Integrated Advisors Network LLC likely include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

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

Fee Structure

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

Office Location

8117 Preston Rd Suite 300
Dallas, TX 75225

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Integrated Advisors Network LLC Brokerage Details

Total Assets Under Management

$3,553,521,550

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

81

TX Average: 49
Total Number of Accounts

11,258

TX Average: 2,315
Average Account Size

$315,644

TX Average: $1,314,358

Investment Advisory Services

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

Christopher Richard Work History

Christopher has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Integrated Advisors Network

2015 - 2016 (1 year)

Dfpg Investments, Inc

2012 - 2015 (3 years)

First Allied Advisory Services, Inc

2012 - 2015 (3 years)

First Allied Advisory Services, Inc

2009 - 2015 (6 years)

First Allied Securities, Inc

2009 - 2015 (6 years)

Advanced Equities Wealth Management

*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 Christopher Richard 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

Stephen Hall
Springfield, MO
Steven Peake
Dallas, TX
Mark Huber
Mount Airy, MD
James Tindall
Dallas, TX
Alex Suggs
Dallas, TX
David Sztrom
Dallas, TX
Justin Bernier
Hartford, CT

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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