Patrick Edward White

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1985 → 02/2023
  Unemployed
  Menlo Park, CA
• 12/2009 → 08/2017
  Concert Wealth Management, Inc.
  Menlo Park, CA
• 08/2017 → Present
  Integrated Advisors Network, Llc
  Dallas, TX
• 08/2017 → Present
  Menlo Oaks Capital Group, Llc
  Menlo Park, CA

Previous Registrations

• 2010-01-05 → 2017-08-25
  Concert Wealth Management
  Menlo Park, CA
  San Jose, CA
  Menlo Park, CA
• 1997-07-08 → 2009-12-21
  Ubs Financial Services Inc.
  San Mateo, CA
  Weehawken, NJ
  Palo Alto, CA
  Palo Alto, CA
  Menlo Park, CA

Other Businesses

Menlo Oaks Capital Group LLC, investment-related, 1280 Hoover Street, Menlo Park 94025, DBA, Owner, 08/2017, duties and hours in line with advisory services.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-07-22