linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Scott Wesley Lipka

Integrated Advisors Network LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Scott? Claim Your Profile

About Scott Wesley Lipka

Scott Lipka is a financial advisor registered with Integrated Advisors Network LLC. Scott is licensed in Tennessee. Scott has been a part of the financial industry since December 2024. Scott's experience includes positions with Select Wealth Advisers, Ready Fitness, Ernest Sports, Esquire Deposition Solutions, LLC, Recall Information Management and American Roofing. Scott has taken the Uniform Investment Adviser Law Examination. Scott specializes in providing financial services to Individuals, High Net Worth Individuals, Pension And Profit Sharing Plans, Corporations Or Other Businesses, and Charitable Organizations.

Firm Information

Scott Lipka 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Scott Lipka’s Registration & Firm History

TX

01/16/2025 - Present

Integrated Advisors Network LLC (DALLAS TX)

Not sure if Scott Wesley Lipka is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Wesley Lipka.
Not sure if Scott Wesley Lipka is right for you?