Michael
Stephenson
Integrated Advisors Network LLC
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About this Advisor
Michael Stephenson is a financial advisor based in San Diego, California, working with Integrated Advisors Network LLC. Michael has previously held positions at Copper Crest Cpas, Llp, Copper Crest Insurance Services, LLC, Integrated Advisors Network, LLC/Dba Copper Crest Advisors. LLC, Ernst & Young, and Texas Christian University. Michael has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Michael is part of Integrated Advisors Network LLC, which operates out of San Diego, California. 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
Services Offered
Fee Structure
Office Location
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Integrated Advisors Network LLC Brokerage Details
$4,214,775,861
90
11,998
$351,290
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
Michael Stephenson Work History
Copper Crest Cpas, Llp
Copper Crest Insurance Services, LLC
Integrated Advisors Network, LLC/Dba Copper Crest Advisors. LLC
Ernst & Young
Texas Christian University
Disclosures
Please visit the SEC profile of Michael Stephenson 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
Dallas, TX
Pacific Palisades, CA
San Diego, CA
O Fallon, IL
Dallas, TX
Dallas, TX
Dallas, TX
Kirkland, WA
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