Christopher
Lynn

Integrated Advisors Network LLC

CRD#4197758
Investment Advisor
in Dallas, TX

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About this Advisor

Christopher Lynn is a financial advisor based in Dallas, Texas, working with Integrated Advisors Network LLC. Christopher has previously held positions at Dba Jc Investment Management and Christopher Bradley Lynn Dba Jc Investment Management. Christopher has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Christopher is part of Integrated Advisors Network LLC, which operates out of Dallas, Texas. 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 65

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

8117 Preston Rd Suite 300
Dallas, TX 75225

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Integrated Advisors Network LLC Brokerage Details

Total Assets Under Management

$4,214,775,861

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

90

TX Average: 49
Total Number of Accounts

11,998

TX Average: 2,315
Average Account Size

$351,290

TX 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

Christopher Lynn Work History

2006 - Present (18 years)

Dba Jc Investment Management

2005 - Present (19 years)

Christopher Bradley Lynn Dba Jc Investment Management

Disclosures

Please visit the SEC profile of Christopher Lynn 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

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

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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