David Michael Polson

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

• 01/2024 → Present
  Capital City Financial Partners
  Columbia, SC
• 01/2014 → 05/2020
  Ben Lippen School
  Columbia, SC
• 01/2015 → 12/2016
  Chick-Fil-A
  Columbia, SC
• 01/2019 → 04/2020
  Long's Drugs
  Columbia, SC
• 04/2020 → 08/2020
  Cvs
  Columbia, SC
• 04/2021 → 01/2023
  Capital City Financial Partners
  Columbia, SC
• 01/2023 → 01/2024
  Capital City Financial Partners
  Columbia, SC
• 08/2020 → 04/2021
  Grand Canyon University
  Columbia, SC
• 02/2025 → Present
  Integrated Advisors Network, Llc
  Dallas, TX

Other Businesses

1. Capital City Financial Partners; investment-related; 6208 Garners Ferry Rd, Suite A Columbia, SC 29209; DBA; associate financial advisor; 01/2023; hours and duties in line with advisory business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-24