Audra Lynn Mallow

Integrated Advisors Network LLC

22 Years of Experience

3 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax 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

Location

8117 Preston Rd, Suite 300, Dallas, TX, 75225

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History

Regulatory History (3)

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.

Employment Separation After Allegations

April 2014

Customer Dispute

February 2012

Denied

Customer Dispute

June 2009

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Audra is a trustee for the College of William & Mary Foundation Board since 2012, guiding policies and fundraising, and president of the University of Chicago Booth School of Business LA Alumni Board since 2007, maintaining the alumni network. These activities require minimal time.

Employment History

Current Registrations

Integrated Advisors Network LLC

April 2016 - Present · 9 yrs 10 mos

Previous Registrations

Miracle Mile Advisors, LLC

October 2015 - April 2016 · 6 mos

Barclays Capital INC.

November 2011 - May 2014 · 2 yrs 6 mos

Morgan Stanley Smith Barney LLC

June 2009 - November 2011 · 2 yrs 5 mos

Morgan Stanley & CO. Incorporated

May 2002 - June 2009 · 7 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.