Christopher John Richard

Integrated Advisors Network LLC

33 Years of Experience

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

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.

Other Business Activities

Christopher is a trustee for the Cramer Irrevocable Trust since 2009. He is also the CEO of Vineyard Global Advisors, LLC, dedicating full-time hours to business and marketing development, and a member of Comodo, LLC. Additionally, he serves on the financial committee for Fairbanks Rancho Association (HOA) and is an advisor/managing partner for Vineyard Wealth Advisors.

Employment History

Current Registrations

Integrated Advisors Network LLC

September 2015 - Present · 10 yrs 5 mos

Previous Registrations

Dfpg Investments, INC.Broker

October 2015 - September 2016 · 11 mos

First Allied Advisory Services, INC.

June 2012 - August 2015 · 3 yrs 2 mos

First Allied Securities, INC.

June 2009 - July 2012 · 3 yrs 1 mo

First Allied Securities, INC.Broker

June 2009 - July 2015 · 6 yrs 1 mo

Consultiva Securities, INC.Broker

April 2007 - October 2008 · 1 yr 6 mos

Crosswater

May 2005 - December 2009 · 4 yrs 7 mos

Lockwood Financial Services, INC

January 1997 - April 2005 · 8 yrs 3 mos

Lockwood Financial Services, INC.Broker

November 1996 - April 2005 · 8 yrs 5 mos

Smith Barney INC.Broker

July 1993 - December 1996 · 3 yrs 5 mos

Lehman Brothers INC.Broker

December 1991 - July 1993 · 1 yr 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.