Best Investors Account Sign in
Inactive

Thomas Adam Smith

Integrated Advisors Network LLC

Columbia, SC

Columbia, SC

Dallas, TX

CRD 6845875

Claim This Profile
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
SC RA APPROVED 2019-03-25
  • SC RA
    APPROVED
    Since 2019-03-25

Branch Locations

250 Berryhill Rd Suite 510, Columbia, SC 29210 • United States

6208 Garners Ferry Road Suite A, Columbia, SC 29209 • 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
Georgia Pacific Prosperity SC 06/2013 08/2017
First Command Financial Planning, Inc. Fort Worth TX 09/2017 11/2017
First Command Financial Planning, Inc. Fort Worth TX 11/2017 03/2019
First Command Advisory Services, Inc. Fort Worth TX 11/2017 03/2019
First Command Insurance Services, Inc, Fort Worth TX 11/2017 03/2019
Integrated Advisors Network, Llc Dallas TX 03/2019 Present
  • 06/2013 → 08/2017
    Georgia Pacific
    Prosperity, SC
  • 09/2017 → 11/2017
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 11/2017 → 03/2019
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 11/2017 → 03/2019
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 11/2017 → 03/2019
    First Command Insurance Services, Inc,
    Fort Worth, TX
  • 03/2019 → Present
    Dallas, TX
Previous Registrations
Other Businesses

Name of the other business: South Carolina Army National Guard Whether the business is investment-related: No Address of the other business: 263 Air Defender Way Anderson, SC 29625 Nature of the other business: Military Your position, title, or relationship with the other business: Asst Operations Officer The start date of your relationship: 08/23/18 The approximate number of hours/month you devote to the other business: 21 - 40 The number of hours you devote to the other business during securities trading hours: 1 - 5 Briefly describe your duties relating to the other business: Assist the operations officer in the operations of the fires cell.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-02
  • S66 Uniform Combined State Law Examination
    2017-11-02
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Columbia, SC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor