Rick
Militello

Integrated Advisors Network LLC

CRD#2116207
Investment Advisor
in Dallas, TX

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About this Advisor

Rick Militello is a financial advisor who works out of Dallas, Texas with 4 years of industry experience. Militello is an advisor for Integrated Advisors Network LLC. Throughout their career, Militello has worked at Royal Alliance Associates, Inc, Militello Wealth Management, L.L.C and Integrated Advisors Network, LLC. Militello holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California, Florida, Illinois, Louisiana, Missouri, North Carolina and Texas. Integrated Advisors Network LLC is a registered investment firm based out of Dallas, TX. It has offices in 39 locations and a total of 81 people on staff. It oversees $4 billion in assets between its 11,258 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 40 charities and foundations. Of its 11,258 client accounts, just 5% belong to high-net-worth investors who have at least $1 million in assets. The business has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services are based on which service is offered. However, fees billed by Integrated Advisors Network LLC most likely consist of some combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

Rick Militello Work History

Rick has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Integrated Advisors Network, LLC

2008 - 2019 (11 years)

Militello Wealth Management, L.L.C

1990 - 2019 (29 years)

Royal Alliance Associates, Inc

*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 Rick Militello 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

Steven Peake
Dallas, TX
Stephen Hall
Springfield, MO
Mark Huber
Mount Airy, MD
Mason Tucker
Dallas, TX
Jessica Bartle
Dallas, TX
Albert Demicell
Springfield, MO
Mark Bailey
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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