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Thomas Haywood Sarkes

Integrated Advisors Network LLC

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About Thomas Haywood Sarkes

Thomas Haywood Sarkes is a financial advisor with Integrated Advisors Network LLC, and is registered with the state of Maryland as an investment advisor representative. Thomas has been in the industry since October 15, 2020, and has worked at several firms, including Purshe Kaplan Sterling Investments and T. Rowe Price Investment Services, Inc.. Thomas is committed to providing clients with personalized financial advice and services that help them achieve their financial goals.

Firm Information

Thomas Sarkes 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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Thomas Sarkes’s Registration & Firm History

MD

12/26/2024 - Present

Integrated Advisors Network LLC (Mount Airy MD)

MD

04/15/2021 - 06/15/2022

PURSHE KAPLAN STERLING INVESTMENTS (Hunt Valley MD)

MD

12/07/2018 - 02/03/2020

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

IA

Issued 07/22/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/20/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/23/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Thomas Haywood Sarkes.
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