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Christopher Lynn

19 Years of Experience
1 Disclosure

Christopher Lynn is a registered investment advisor at Integrated Advisors Network LLC, based in Dallas, TX, with 19 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
82 advisors
Number of Clients
7,433 clients
Average Client Portfolio
$617K average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$50K

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.

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Location

4514 Cole Ave, Suite 600, Dallas, TX, 75205

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History

Regulatory History (1)
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Regulatory
April 2010
Final
Employment History
Current Registrations
Integrated Advisors Network LLC
August 2022 - Present · 3 yrs 8 mos
Previous Registrations
DBA Jc Investment Management
March 2006 - January 2022 · 15 yrs 10 mos
State Registrations2 states
ILTX
Advisor

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.

Exams
No exam information available for this advisor.