Taylor
Lee
Integrated Advisors Network LLC
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About this Advisor
Taylor Lee is a certified financial planner who works in Columbia, South Carolina. Lee works at Integrated Advisors Network LLC. Their career trajectory has included roles at Clemson University, Jackson National Life Distributors LLC, Miyo'S, Preferred Capital Securities, LLC, Voya Investment Management, Voya Investments Distributor, LLC, Voya Investment Management Co. LLC and Integrated Advisors Network, LLC. Lee holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in South Carolina. Integrated Advisors Network LLC is a registered investment business that has its headquarters in Dallas, TX. The company has offices in 39 locations and a total of 81 advisors. It has $4 billion in assets under management among its 11,258 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 40 charities and foundations. Of its 11,258 customer accounts, just 5% belong to high-net-worth investors who have greater than $1 million in assets. Integrated Advisors Network LLC provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management depend on which services are provided. Fees billed by Integrated Advisors Network LLC may include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Advisors Network LLC Brokerage Details
$3,553,521,550
81
11,258
$315,644
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Taylor Lee Work History
Taylor has been registered as a financial advisor for 0 years.*
Integrated Advisors Network, LLC
Voya Investment Management
Voya Investments Distributor, LLC
Voya Investment Management Co. LLC
Preferred Capital Securities, LLC
Jackson National Life Distributors LLC
Jackson National Life Distributors LLC
Miyo'S
Clemson University
*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 Taylor Lee 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
Springfield, MO
Dallas, TX
Mount Airy, MD
Dallas, TX
Dallas, TX
Hartford, CT
O Fallon, IL
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.
