Susan
Katz

Integrated Advisors Network LLC

CRD#2037771
Investment Advisor
in Dallas, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Susan Katz is a financial advisor working out of Dallas, Texas who has 4 years of relevant experience. Katz is an employee of Integrated Advisors Network LLC. Their career trajectory has included roles at Katz Family Financial Advisors, LLC and Integrated Advisors Network, LLC. Katz has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in California, Texas and Washington. Integrated Advisors Network LLC is an advisory business that has its headquarters in Dallas, TX. The investment advisory business has offices in 39 locations and a total of 81 people on staff. It oversees $4 billion in total assets among its 11,258 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 40 charities and foundations. Of its 11,258 accounts, just 5% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees typically vary depending on which service is offered. Fee types billed by Integrated Advisors Network LLC can include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Susan Katz Work History

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

2019 - Present (5 years)

Integrated Advisors Network, LLC

2005 - 2019 (14 years)

Katz Family Financial Advisors, LLC

*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 Susan Katz 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 Tindall
Dallas, TX
Mark Bailey
Dallas, TX
Albert Demicell
Springfield, MO
Jessica Bartle
Dallas, TX
James Burdett
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started