Everett Franks is a registered investment advisor at Integrated Advisors Network LLC, based in Columbia, SC, with 4 years of industry experience. Everett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,433 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Advisors Network offers investment management services based on a percentage of your portfolio's value. The annual fee can be up to 2.95%, but the exact percentage depends on the specific investment options and the fee schedule of the advisor representative you work with. Fees are typically billed monthly or quarterly, either directly from your account or via invoice. There is a minimum portfolio value of $50,000 to use this service.
Location
6208 Garners Ferry Road, Suite A, Columbia, SC, 29209
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Regulatory History
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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Everett is a financial advisor doing business as Capital City Financial Partners since February 2024. The time commitment is in line with his advisory business.
Employment History
Current Registrations
Integrated Advisors Network LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Hancock Whitney Investment Services INC.Broker
Hancock Whitney Investment Services INC.
First Horizon Advisors, INC
First Horizon Advisors, INC.Broker
Infinex Investments, INC.Broker
State Registrations2 states
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.