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Employer firm

Integrated Advisors Network LLC CRD 171991

$5.52B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Integrated Advisors Network Llc

8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-14
MD RA APPROVED 2022-05-10
  • TX RA
    APPROVED
    Since 2025-10-14
  • MD RA
    APPROVED
    Since 2022-05-10

Branch Locations

602 Center Street Suite 105, Mount Airy, MD 21771 • United States

8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Foundations, Inc. Mount Airy MD 08/2014 Present
Dfpg Investments, Inc. South Jordan UT 06/2015 Present
Integrated Advisors Network, Llc Palos Verdes Estates CA 04/2022 Present
Bolder, Llc Mount Airy MD 08/2016 12/2020
  • 08/2014 → Present
    Financial Foundations, Inc.
    Mount Airy, MD
  • 06/2015 → Present
    Dfpg Investments, Inc.
    South Jordan, UT
  • 04/2022 → Present
    Palos Verdes Estates, CA
  • 08/2016 → 12/2020
    Bolder, Llc
    Mount Airy, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-25
  • S66 Uniform Combined State Law Examination
    2017-04-25
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Mark G Huber
  • Mark Gottlieb Huber

View on SEC IAPD

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