Audra Mallow is a registered investment advisor at Integrated Advisors Network LLC, based in Dallas, TX, with 22 years of industry experience. Audra 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
4514 Cole Ave, Suite 600, Dallas, TX, 75205
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
April 2014Customer Dispute
February 2012Customer Dispute
June 2009Other Business Activities
Audra is a trustee for the College of William & Mary Foundation Board since 2012, guiding policies and fundraising, and president of the University of Chicago Booth School of Business LA Alumni Board since 2007, maintaining the alumni network. These activities require minimal time.
Employment History
Current Registrations
Integrated Advisors Network LLC
Previous Registrations
Miracle Mile Advisors, LLC
Barclays Capital INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
State Registrations1 state
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.