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BC
BC
Brenda Sue Cox
Integrated Advisors Network LLC
29 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Financial Planning & Coaching
Estate Planning
Tax Planning
Integrated Advisors Network LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
84 advisors
Number of Clients
7,433 clients
Average Client Portfolio
$617K average
Assets Under Management
$4.6B
Fee Structure
Minimum Investment:
$50K
Investment Management
Planning
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Location
8117 Preston Rd, Suite 300, Dallas, TX, 75225
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Employment Separation After Allegations
October 1989
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Integrated Advisors Network LLC
February 2020 - Present · 6 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2009 - February 2020 · 10 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Broker
April 2009 - February 2020 · 10 yrs 10 mos
Citigroup Global Markets INC.
Broker
May 2007 - May 2009 · 2 yrs
Citigroup Global Markets INC.
May 2007 - May 2009 · 2 yrs
Citicorp Investment Services
April 2002 - May 2007 · 5 yrs 1 mo
Citicorp Investment Services
Broker
March 1996 - May 2007 · 11 yrs 2 mos
State Registrations
1 state
CO
Advisor
Exams
No exam information available for this advisor.