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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Olney is a financial advisor with Integrated Advisors Network LLC. Eric has been in the financial services industry since 2011. Eric holds the Series 63, 65, 7 and 24 licenses. Eric is also a Certified Financial Planner. Eric has been with Integrated Advisors Network LLC since 2023 and has worked for a number of other financial firms prior to that. Integrated Advisors Network LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC) and is located in Dallas, Texas. Integrated Advisors Network LLC offers financial planning, portfolio management, and other services to individuals, corporations, trusts, and other entities.
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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2
TX
09/29/2023 - Present
Integrated Advisors Network LLC (DALLAS TX)
CA
06/18/2013 - 05/26/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
NE
04/26/2011 - 01/23/2013
TD AMERITRADE, INC. (OMAHA NE)
IA
Issued 05/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2016
Series 24 - General Securities Principal Examination
BC
Issued 05/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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