Patrick
White

Integrated Advisors Network LLC

CRD#728603
Investment Advisor
in Menlo Park, CA

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About this Advisor

Patrick White is a financial advisor based in Menlo Park, California, working with Integrated Advisors Network LLC. Patrick has previously held positions at UBS Financial Services Inc, Concert Wealth Management, Inc, and Integrated Advisors Network, LLC. Patrick has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Patrick is part of Integrated Advisors Network LLC, which operates out of Menlo Park, 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

Series 63

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

855 Oak Grove Avenue Suite 208
Menlo Park, CA 94025

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Integrated Advisors Network LLC Brokerage Details

Total Assets Under Management

$4,214,775,861

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

90

CA Average: 49
Total Number of Accounts

11,998

CA Average: 2,315
Average Account Size

$351,290

CA 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

Patrick White Work History

2017 - Present (7 years)

Integrated Advisors Network, LLC

1996 - Present (28 years)

Ubs Financial Services Inc

2009 - 2017 (8 years)

Concert Wealth Management, Inc

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Disclosures

Please visit the SEC profile of Patrick White 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

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

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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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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