Everett
Franks

Integrated Advisors Network LLC

CRD#7060299
Investment Advisor
in Columbia, SC

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About this Advisor

Everett Franks is a financial advisor based in Columbia, South Carolina, working with Integrated Advisors Network LLC. Everett has previously held positions at The Cleaning Connection, Inc, New Century Fabricators, Iberia Financial Services, Infinex Investments, Inc, First Horizon Advisors, Hancock Whitney Investment Services, Inc, Hancock Whitney Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Integrated Advisors Network, LLC, Capital City Financial Partners, and Lexington Medical Center. Everett has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Everett is part of Integrated Advisors Network LLC, which operates out of Columbia, South Carolina. 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 66

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

6208 Garners Ferry Road Suite A
Columbia, SC 29209

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Integrated Advisors Network LLC Brokerage Details

Total Assets Under Management

$4,214,775,861

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

90

SC Average: 49
Total Number of Accounts

11,998

SC Average: 2,315
Average Account Size

$351,290

SC 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

Everett Franks Work History

2024 - Present (0 year)

Integrated Advisors Network, LLC

2024 - Present (0 year)

Capital City Financial Partners

2023 - Present (1 year)

Lexington Medical Center

2022 - Present (2 years)

Cetera Investment Services LLC

2022 - Present (2 years)

Cetera Investment Advisers LLC

2021 - Present (3 years)

Hancock Whitney Bank

2021 - 2021 (< 1 year)

First Horizon Advisors

2021 - 2022 (1 year)

Hancock Whitney Investment Services, Inc

2020 - 2021 (1 year)

Infinex Investments, Inc

2019 - 2021 (2 years)

Iberia Financial Services

2016 - 2016 (< 1 year)

New Century Fabricators

2013 - 2019 (6 years)

The Cleaning Connection, Inc

Disclosures

Please visit the SEC profile of Everett Franks 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

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