Eric
Olney

Integrated Advisors Network LLC

CRD#5626496
Investment Advisor
in Dallas, TX

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About this Advisor

Eric Olney is a financial advisor based in Dallas, Texas, working with Integrated Advisors Network LLC. Eric has previously held positions at Girard Securities, Inc, Shum Financial Group, Inc, Capital City Financial Partners, Integrated Advisors Network, LLC, From Sea To Shining LLC, and Homemaker. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Eric 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 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

Eric Olney Work History

2023 - Present (1 year)

Capital City Financial Partners

2023 - Present (1 year)

Integrated Advisors Network, LLC

2021 - Present (3 years)

From Sea To Shining LLC

2022 - 2023 (1 year)

Homemaker

2018 - 2023 (5 years)

Shum Financial Group, Inc

2017 - 2023 (6 years)

Shum Financial Group, Inc

2017 - 2017 (< 1 year)

Girard Securities, Inc

2013 - 2017 (4 years)

Girard Securities, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Eric Olney 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

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