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Eric Meushaw

Integrated Advisors Network LLC
23 Years of Experience
Mount Airy, MD
Broker
View SEC Summary
View SEC Summary

Eric Meushaw is a CFP-designated registered investment advisor at Integrated Advisors Network LLC, based in Mount Airy, MD, with 23 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 7,612 clients with $5.5B in assets under management.

Integrated Advisors Network LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
7,612 clients
Average Client Portfolio
$726K average
Assets Under Management
$5.5B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.95%

Maximum annual fee is up to 2.95% of assets under management. Actual fees vary by practice group, investment program, and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

602 Center Street, Suite 105, Mount Airy, MD, 21771

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eric is an Investment Advisor Representative at Integrated Advisors Network and President of Financial Foundations Inc. He also consults for Vineyard Global Advisors LLC and owns H&M Strategic Consulting, LLC and Stonewall, LLC, dedicating minimal time to these activities. Stonewall, LLC owns the office space rented by Financial Foundations, Inc.

Employment History
Current Registrations
Integrated Advisors Network LLC
September 2015 - Present · 11 yrs 1 mo
Dfpg Investments, LLC
June 2015 - Present · 11 yrs 4 mos
Dfpg Investments, LLCBroker
June 2015 - Present · 11 yrs 4 mos
Previous Registrations
First Allied Securities, INC.
July 2012 - July 2012 · 0 mos
First Allied Advisory Services, INC.
July 2012 - July 2015 · 3 yrs
First Allied Securities, INC.
February 2008 - July 2012 · 4 yrs 5 mos
First Allied Securities, INC.Broker
February 2008 - June 2015 · 7 yrs 4 mos
Advantage Capital Corporation
June 2006 - February 2008 · 1 yr 8 mos
Advantage Capital CorporationBroker
September 2003 - February 2008 · 4 yrs 5 mos
State Registrations21 states
AZCACODCDEFLIDKSKYMDMNNCNMOHORPASCTNTXVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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