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William George Yocius

Integrated Advisors Network LLC

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About William George Yocius

William George Yocius is a financial advisor associated with Integrated Advisors Network LLC, registered with the state of Illinois. William has been in the financial industry since February 2004. William has experience with providing financial advice to individual clients, corporations and other businesses, high-net-worth individuals, and charitable organizations. The advisor also provides portfolio management for businesses, individuals, and pooled investment vehicles. William is registered with the state of California and Illinois.

Firm Information

William Yocius 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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William Yocius’s Registration & Firm History

IL

08/02/2018 - Present

Integrated Advisors Network LLC (FOX RIVER GROVE IL)

IL

04/14/2004 - 08/21/2007

UBS FINANCIAL SERVICES INC. (BARRINGTON IL)

MN

02/03/2004 - 04/02/2004

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/13/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William George Yocius.
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