Charles Hensley Bruce Woodward

Integrated Advisors Network LLC

44 Years of Experience

4 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

Sausalito, CA

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History

Regulatory History (4)

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

May 2017

Customer Dispute

October 2009

Settled

Employment Separation After Allegations

December 2008

Customer Dispute

November 1999

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Charles owns rental properties in Phoenix and Baja Mexico. He also serves on the board of directors for the San Francisco Maritime National Park Assn and the Olympic Club Foundation, and works full-time as an Investment Adviser Representative for San Francisco Sentry Investment Group.

Employment History

Current Registrations

Integrated Advisors Network LLC

October 2021 - Present · 4 yrs 4 mos

Previous Registrations

San Francisco Sentry Investment Group

January 2020 - October 2021 · 1 yr 9 mos

S F Sentry Securities, INC.Broker

August 2017 - July 2021 · 3 yrs 11 mos

San Francisco Sentry Investment Group

July 2017 - December 2019 · 2 yrs 5 mos

UBS Financial Services INC.Broker

August 1994 - December 2008 · 14 yrs 4 mos

Prudential Securities IncorporatedBroker

November 1984 - September 1994 · 9 yrs 10 mos

L. F. Rothschild, Unterberg, TowbinBroker

December 1983 - December 1984 · 1 yr

Kidder, Peabody & CO. IncorporatedBroker

January 1981 - December 1983 · 2 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.