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Eric Christopher Meushaw

Integrated Advisors Network LLC

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About Eric Christopher Meushaw

Eric Christopher Meushaw is an investment advisor representative registered with Integrated Advisors Network LLC. Eric has been in the industry for 20 years and holds several licenses, including Series 6, 7, 63, and 65. Eric has been associated with First Allied Securities, Inc. and First Allied Advisory Services, Inc., before joining Integrated Advisors Network LLC in 2015. Eric is a Certified Financial Planner and provides financial planning services to individuals, families, businesses, and charitable organizations. Eric also provides investment analysis and portfolio management services. Eric's current firm, Integrated Advisors Network LLC, is a registered investment advisor with offices in Dallas, Texas, and Mount Airy, Maryland. The firm has a strong reputation for providing high-quality investment advice to clients. Eric is a valuable asset to Integrated Advisors Network LLC and is committed to helping clients achieve their financial goals.

Firm Information

Eric Meushaw is currently registered with Integrated Advisors Network LLC. Integrated Advisors Network LLC is a Dallas, TX-based Registered Investment Advisor (RIA) managing over $4.2 billion in assets for a diverse clientele. The firm provides comprehensive financial planning, portfolio management, and investment advisory services to individuals, families, corporations, trusts, pension plans, and charitable organizations. With a team of 84 investment advisor representatives and 22 licensed agents, Integrated Advisors Network specializes in personalized financial solutions tailored to individual needs. Their services include portfolio management, investment advisory, financial planning, educational seminars, selection of other advisors, and portfolio management for businesses.
Integrated Advisors Network LLC

8117 PRESTON RD

DALLAS, TX 75225

$4.21B

Assets Under Management

Not reported

Total Clients

69

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Eric Meushaw’s Registration & Firm History

MD

04/11/2017 - Present

Integrated Advisors Network LLC (MOUNT AIRY MD)

MD

02/15/2008 - 06/24/2015

FIRST ALLIED SECURITIES, INC. (MOUNT AIRY MD)

MD

09/15/2003 - 02/19/2008

ADVANTAGE CAPITAL CORPORATION (MT. AIRY MD)

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Licenses & Designations

IA

Issued 05/10/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/14/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2005

Series 7 - General Securities Representative Examination

BC

Issued 08/11/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Christopher Meushaw.
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