AS
AS

Allyson Georgia Sacratini

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
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
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Location

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

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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

Allyson is the Director of Client Services at Capital City Financial Partners since 2020. This investment-related role takes about a quarter of her time.

Employment History
Current Registrations
Integrated Advisors Network LLC
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Vanguard Marketing CorporationBroker
November 2018 - April 2020 · 1 yr 5 mos
State Registrations2 states
NCSC
Advisor
Exams
No exam information available for this advisor.