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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audra? Claim Your ProfileAudra Lynn Mallow is a registered investment advisor representative with Integrated Advisors Network LLC. Audra has been in the financial services industry since 1998 and has a wide range of experience in the field. Audra is a graduate of the University of Chicago Booth School of Business and has been a trustee for the College of William & Mary Foundation Board since 2012. Audra is dedicated to providing her clients with personalized financial advice and investment strategies. Audra specializes in providing financial planning, portfolio management, and selection of other advisors. Audra is committed to helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
04/07/2016 - Present
Integrated Advisors Network LLC (PACIFIC PALISADES CA)
CA
11/02/2011 - 05/09/2014
BARCLAYS CAPITAL INC. (LOS ANGELES CA)
CA
06/01/2009 - 11/10/2011
MORGAN STANLEY SMITH BARNEY (LOS ANGELES CA)
CA
05/10/2002 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LOS ANGELES CA)
NY
10/15/1998 - 04/04/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 05/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1998
Series 3 - National Commodity Futures Examination
Active
Inactive
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