Nathan
O'Steen

Integrated Advisors Network LLC

CRD#2094599
Investment Advisor
in Dallas, TX

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About this Advisor

Nathan O'Steen is a financial advisor working in Dallas, Texas with a total of 3 years of industry experience. O'Steen is currently employed by Integrated Advisors Network LLC. The advisor has gained experience at First Dominion Capital Corp, Nate O'Steen, Sole Proprietor, Nearside Distribution Asset Services, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Aspire Private Capital, W. Wall And Company Inc and Integrated Advisors Network, LLC Dba Capital City. O'Steen holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California, North Carolina and South Carolina. Integrated Advisors Network LLC is an advisory company operating out of Dallas, TX. It has offices in 39 locations and a total of 81 people on staff. It has $4 billion in total assets between its 11,258 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 40 charitable organizations. Of its 11,258 accounts, just 5% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company provides a wide set 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 usually are based on which services are provided. Fees charged by Integrated Advisors Network LLC can consist of any blend of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

3 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

Nathan O'Steen Work History

Nathan has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Integrated Advisors Network, LLC Dba Capital City

2017 - 2017 (< 1 year)

Aspire Private Capital

2017 - 2019 (2 years)

W. Wall And Company Inc

2016 - 2016 (< 1 year)

Bank Of America, N.A

2015 - 2016 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2015 (1 year)

First Dominion Capital Corp

2014 - 2015 (1 year)

Nearside Distribution Asset Services

2009 - 2014 (5 years)

Nate O'Steen, Sole Proprietor

*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 Nathan O'Steen 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
James Burdett
Dallas, TX
Mason Tucker
Dallas, TX
Jessica Bartle
Dallas, TX
Mark Huber
Mount Airy, MD
Mark Bailey
Dallas, TX
Michael Norris
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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