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CL
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Christopher B Lynn
Integrated Advisors Network LLC
19 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.
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Regulatory
April 2010
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Integrated Advisors Network LLC
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
DBA Jc Investment Management
March 2006 - January 2022 · 15 yrs 10 mos
State Registrations
2 states
IL
TX
Advisor
Exams
No exam information available for this advisor.