Michael
Young

Integrated Advisors Network LLC

CRD#2408324
Investment Advisor
in Dallas, TX

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About this Advisor

Michael Young is a financial advisor based in Dallas, Texas, working with Integrated Advisors Network LLC. Michael has previously held positions at Aspen Equity Partners, LLC, Echelon Investment Management, Specialized Advisors, LLC, First Financial Equity Corporation, Compliance Works Inc, Aep Wealth Management LLC, Integrated Advisors Network LLC, and Mission Institutional Advisors. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Michael 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

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

Dallas, TX

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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

Michael Young Work History

2015 - Present (10 years)

Integrated Advisors Network LLC

2018 - 2019 (1 year)

Specialized Advisors, LLC

2017 - 2021 (4 years)

Mission Institutional Advisors

2015 - 2018 (3 years)

First Financial Equity Corporation

2015 - 2017 (2 years)

Compliance Works Inc

2015 - 2017 (2 years)

Aep Wealth Management LLC

2011 - 2015 (4 years)

Aspen Equity Partners, LLC

2011 - 2015 (4 years)

Echelon Investment Management

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Disclosures

Please visit the SEC profile of Michael Young 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

Amanda Klug
Kirkland, WA
David Sztrom
Dallas, TX
Allyson Conway
Dallas, TX
Janet Galloway
Dallas, TX
Dennis Hoffman
Dallas, TX
Anna Militello
O Fallon, IL
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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