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Michael A. Young
INTEGRATED ADVISORS NETWORK LLC
DALLAS, TX
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CRD#: 2408324
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Professional summary
Michael Allen Young is a registered financial advisor currently at INTEGRATED ADVISORS NETWORK LLC located in Dallas, Texas.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Michael has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 3, Series 7, Series 4, Series 53, Series 27 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SPARK, PHILLIPS & WYLER, LLC, NOT INVESTMENT RELATED, P.O. BOX 25523, DALLAS TX 75225 MANAGING MEMBER, START DATE 7/20/2003, 1 HRS/MO., 0 HRS DURING TRADING HOURS, HOLDING COMPANY.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Allen Young's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 19, 2015 - Present
INTEGRATED ADVISORS NETWORK LLC
RIA
CRD#: 171991
DALLAS, TX
Past
November 19, 2018 - October 22, 2019
SPECIALIZED ADVISORS
RIA
CRD#: 299308
DALLAS, TX
Past
October 2, 2017 - March 9, 2021
MISSION FUNDS ADVISORS
RIA
CRD#: 289935
DALLAS, TX
Past
October 2, 2015 - September 11, 2018
FFEC WEALTH PARTNERS LLC
BD
CRD#: 16507
SCOTTSDALE, AZ
Past
February 3, 2012 - March 28, 2017
ZT WEALTH ADVISORY
RIA
CRD#: 158972
Dallas, TX
Past
August 9, 2011 - November 2, 2015
ASPEN EQUITY PARTNERS, LLC
BD
CRD#: 104035
DALLAS, TX
Past
October 13, 2003 - September 2, 2011
EDI INVESTMENT ADVISOR CORPORATION
RIA
CRD#: 124129
DALLAS, TX
Past
February 28, 2002 - September 2, 2011
EDI FINANCIAL, INC.
BD
CRD#: 15699
DALLAS, TX
Past
December 3, 1999 - March 28, 2002
FIRST LONDON SECURITIES CORPORATION
BD
CRD#: 29709
DALLAS, TX
Past
January 4, 1999 - November 15, 1999
FIRST SOUTHWEST COMPANY, LLC
BD
CRD#: 316
DALLAS, TX
Past
September 5, 1995 - December 31, 1998
FIRST LONDON SECURITIES CORPORATION
BD
CRD#: 29709
DALLAS, TX
Past
February 27, 1995 - June 13, 1995
PEMBROOK SECURITIES, INC.
BD
CRD#: 18779
DALLAS, TX
Past
November 16, 1993 - September 15, 1994
FIRST SOUTHWEST COMPANY, LLC
BD
CRD#: 316
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INTEGRATED ADVISORS NETWORK LLC
ABUNDANTIA CAPITAL CORP | ZIMMERMAN WEALTH ADVISORY GROUP, LLC | YORKSHIRE WEALTH MANAGEMENT, INC | WHEELER WEALTH ADVISORY | WEALTH STRATEGIES FOR LIFE, LLC | VINEYARD WEALTH ADVISORS LLC | VINEYARD WEALTH ADVISORS | VINEYARD GLOBAL ADVISORS | VINEYARD ASSET MANAGEMENT | SZTROM WEALTH MANAGEMENT, LLC | SHIELDS CAPITAL ADVISORS | SF-IAN | SERENE POINT ADVISORS, LLC | SELECT WEALTH ADVISERS | SAWYER CAPITAL INVESTMENT ADVISORS | SAND CREEK INVESTMENT PARTNERS, INC. | RETIREMENT SOLUTIONS NETWORK LLC | REDEFINE WEALTH MANAGEMENT, LLC | RAMA FINANCIAL, LLC | PROGRESSION ASSET MANAGEMENT, INC | PENGUIN CAPITAL MANAGEMENT | PARAGON WEALTH | OPEN NETWORK FINANCIAL CONSULTING | NSPIRE WEALTH LLC | MOSAIC FINANCIAL SOLUTIONS | MOSAIC FINANCIAL SERVICES | MILLER PACIFIC FINANCIAL ADVISORS LLC | MILITELLO WEALTH MANAGEMENT, LLC | MENLO OAKS CAPITAL GROUP, LLC | MDK PRIVATE WEALTH MANAGEMENT | LONGVIEW INVESTMENT ADVISORS | LONG COURSE CAPITAL LLC | LIENART FAMILY ASSET MANAGEMENT | LATTICE WEALTH MANAGEMENT GROUP | JC INVESTMENT MANAGEMENT | INTEGRATED ADVISORS NETWORK LLC | FINANCIAL FOUNDATIONS INC. | EVOQUE INVESTMENTS, INC. | ELY PRUDENT PORTFOLIOS, LLC | ECHELON INVESTMENT MANAGEMENT LLC | DYNAMIC ADVISORS | COPPER CREST ADVISORS, LLC | CHRISTOPHER CLARK, INVESTMENT ADVISER | CAPITAL CITY FINANCIAL PARTNERS | CANDID FINANCIAL, LLC | BXC PARTNERS, LLC | BURNS-BLACKBURN GRPOUP, LLC | BUCHANAN WEALTH ADVISORY, LLC | BPA WEALTH MANAGEMENT | B&B STRATEGIC MANAGEMENT | AUGUSTA CAPITAL MANAGEMENT, LLC | AUCTUM WEALTH MANAGEMENT, LLC | ARCHER BAY CAPITAL, LLC | APEX QUANTITATIVE GROUP | APEX CAPITAL ADVISING, LLC | ANIMAS CAPITAL MANAGEMENT | ANDERSEN CAPITAL MANAGEMENT, LLC | ALL SOURCE INVESTMENT MANAGEMENT | ADVANCED WEALTH STRATEGIES GROUP | ADVANCED CAPITAL MANAGEMENT
CRD#: 171991 / SEC#: 801-96203
RIA
Registered Investment Advisory firm - (5/11/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/19/2015)
IAR
Texas(10/3/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/19/1999
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
IA
INTEGRATED ADVISORS NETWORK LLC
ABUNDANTIA CAPITAL CORP | ZIMMERMAN WEALTH ADVISORY GROUP, LLC | YORKSHIRE WEALTH MANAGEMENT, INC | WHEELER WEALTH ADVISORY | WEALTH STRATEGIES FOR LIFE, LLC | VINEYARD WEALTH ADVISORS LLC | VINEYARD WEALTH ADVISORS | VINEYARD GLOBAL ADVISORS | VINEYARD ASSET MANAGEMENT | SZTROM WEALTH MANAGEMENT, LLC | SHIELDS CAPITAL ADVISORS | SF-IAN | SERENE POINT ADVISORS, LLC | SELECT WEALTH ADVISERS | SAWYER CAPITAL INVESTMENT ADVISORS | SAND CREEK INVESTMENT PARTNERS, INC. | RETIREMENT SOLUTIONS NETWORK LLC | REDEFINE WEALTH MANAGEMENT, LLC | RAMA FINANCIAL, LLC | PROGRESSION ASSET MANAGEMENT, INC | PENGUIN CAPITAL MANAGEMENT | PARAGON WEALTH | OPEN NETWORK FINANCIAL CONSULTING | NSPIRE WEALTH LLC | MOSAIC FINANCIAL SOLUTIONS | MOSAIC FINANCIAL SERVICES | MILLER PACIFIC FINANCIAL ADVISORS LLC | MILITELLO WEALTH MANAGEMENT, LLC | MENLO OAKS CAPITAL GROUP, LLC | MDK PRIVATE WEALTH MANAGEMENT | LONGVIEW INVESTMENT ADVISORS | LONG COURSE CAPITAL LLC | LIENART FAMILY ASSET MANAGEMENT | LATTICE WEALTH MANAGEMENT GROUP | JC INVESTMENT MANAGEMENT | INTEGRATED ADVISORS NETWORK LLC | FINANCIAL FOUNDATIONS INC. | EVOQUE INVESTMENTS, INC. | ELY PRUDENT PORTFOLIOS, LLC | ECHELON INVESTMENT MANAGEMENT LLC | DYNAMIC ADVISORS | COPPER CREST ADVISORS, LLC | CHRISTOPHER CLARK, INVESTMENT ADVISER | CAPITAL CITY FINANCIAL PARTNERS | CANDID FINANCIAL, LLC | BXC PARTNERS, LLC | BURNS-BLACKBURN GRPOUP, LLC | BUCHANAN WEALTH ADVISORY, LLC | BPA WEALTH MANAGEMENT | B&B STRATEGIC MANAGEMENT | AUGUSTA CAPITAL MANAGEMENT, LLC | AUCTUM WEALTH MANAGEMENT, LLC | ARCHER BAY CAPITAL, LLC | APEX QUANTITATIVE GROUP | APEX CAPITAL ADVISING, LLC | ANIMAS CAPITAL MANAGEMENT | ANDERSEN CAPITAL MANAGEMENT, LLC | ALL SOURCE INVESTMENT MANAGEMENT | ADVANCED WEALTH STRATEGIES GROUP | ADVANCED CAPITAL MANAGEMENT
CRD#: 171991 / SEC#: 801-96203
RIA
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Contact information
Main Address
8117 Preston Rd Suite 300, Dallas, TX 75225
Mailing Address
P.o. Box 25523, Dallas, TX 75225
Phone number
(855) 729-4222
Established
Firm type
Fiscal year end
# of Employees
88
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 12,619 |
| AUM (Assets Under Management) | $ 4,585,500,174 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
