Eric Christopher Meushaw, CFP | Financial Professional | Mount Airy, Maryland | INTEGRATED ADVISORS NETWORK LLC

Professional summary

Eric Christopher Meushaw, CFP® is a registered financial advisor currently at INTEGRATED ADVISORS NETWORK LLC located in Mount Airy, Maryland and DFPG INVESTMENTS, LLC located in Mount Airy, Maryland.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Eric has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.

1. Integrated Advisors Network; Investment Related; Mount Airy, MD; RIA; Investment Advisor Representative; 07/2015; 0% during business hours; Financial planning for existing clients, investment analysis, working with accountants, attorneys 2. Financial Foundations Inc; Investment Related; Mount Airy, MD; DBA; President; 01/2015; 10% during business hours; Oversight of day�to�day�activities,�payroll,�book keeping,�managing,�most time spent as advisor to clients. DBA for financial planning for existing clients, investment analysis, working with accountants, attorney� 3. H&M Strategic Consulting, LLC; Non-Investment Related; Mount Airy, MD; 3/2018; Consulting; Owner; 2% during business hours; Occasionally speak with other person interested in utilizing the services that VGA (Vineyard Global Advisors) may offer. 4. Stonewall, LLC/602 Center Street Condo Association; Non-Investment Related; Mount Air, MD; 04/2022; Rental Property LLC and related condo association; Owner/Secretary; 5% during business hours; own and maintain real estate investments; record and maintain condo association records. 5. Stonewall, LLC; investment related. This LLC has owned the office that Financial Foundations, Inc. rents from. Herb Meushaw (my father) is 80% owner of the company and gifted me 20% ownership for estate planning purposes. He receives 80% of the profits and I get 20%. Minority owner; 2% during business hours. 20% of profits. Basic bookkeeping needs, make taxes get filed, serve on condo board as representative for unit

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Christopher Meushaw's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

September 1, 2015 - Present

INTEGRATED ADVISORS NETWORK LLC

Office #1: 602 Center Street Suite 105, Mount Airy, MD 21771

RIA

CRD#: 171991

MOUNT AIRY, MD

Current

June 22, 2015 - Present

DFPG INVESTMENTS, LLC

Office #1: 602 Center Street Suite 105, Mount Airy, MD 21771

BD

CRD#: 155576

Mount Airy, MD

Past

July 10, 2012 - July 12, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

MOUNT AIRY, MD

Past

July 2, 2012 - July 2, 2015

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

MT. AIRY, MD

Past

February 19, 2008 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

MOUNT AIRY, MD

Past

February 15, 2008 - June 24, 2015

FIRST ALLIED SECURITIES, INC.

BD

CRD#: 32444

MOUNT AIRY, MD

Past

June 12, 2006 - February 19, 2008

ADVANTAGE CAPITAL CORPORATION

RIA

CRD#: 146

MT. AIRY, MD

Past

September 15, 2003 - February 19, 2008

ADVANTAGE CAPITAL CORPORATION

BD

CRD#: 146

MT. AIRY, MD

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

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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

Arizona
(6/15/2020)

RR

California
(12/24/2015)

RR

Colorado
(6/22/2015)

RR

Delaware
(6/22/2015)

IAR

Delaware
(4/25/2017)

RR

District of Columbia
(1/3/2023)

RR

Florida
(6/22/2015)

IAR

Florida
(6/9/2017)

RR

Idaho
(6/29/2022)

RR

Kansas
(1/16/2018)

RR

Kentucky
(12/23/2021)

RR

Maryland
(6/22/2015)

IAR

Maryland
(9/1/2015)

RR

Minnesota
(6/22/2015)

RR

New Mexico
(9/30/2016)

RR

North Carolina
(6/22/2015)

RR

Ohio
(10/3/2022)

RR

Oregon
(6/22/2015)

RR

Pennsylvania
(6/22/2015)

IAR

Pennsylvania
(4/11/2017)

RR

South Carolina
(6/22/2015)

IAR

Texas
(10/8/2025)

RR

Virginia
(6/22/2015)

IAR

Virginia
(4/11/2017)

RR

West Virginia
(6/22/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/10/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 8/14/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 7/5/2005

General Securities Representative Examination

General Industry/Product Exam

RR

Series 6

Date: 8/11/2003

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

RR

FINRA

Current Firm

IA

INTEGRATED ADVISORS NETWORK LLC

CRD#: 171991 / SEC#: 801-96203

RIA

Registered Investment Advisory firm - (5/11/2015 Approved)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTEGRATED ADVISORS NETWORK - ADV PART 2A BROCHURE (3/31/2025)

RAMA FINANCIAL, LLC (3/31/2025)

VINEYARD GLOBAL ADVISORS WRAP (3/31/2025)

VINEYARD WEALTH ADVISORS (3/31/2025)

VINEYARD GLOBAL ADVISORS (3/31/2025)

LONG COURSE CAPITAL - FORM ADV PART 2 (3/31/2025)

ECHELON INVESTMENT MANAGEMENT - FORM ADV PART 2 (3/31/2025)

MILLER PACIFIC - FORM ADV PART 2A/2B (3/31/2025)

OPEN NETWORK FINANCIAL CONSULTING - FORM ADV PART 2A (3/31/2025)

ABUNDANTIA CAPITAL CORP ADV 2A (3/31/2025)

YORKSHIRE WEALTH MANAGEMENT, LLC ADV PART 2A (3/31/2025)

ELY PRUDENT PORTFOLIOS, LLC (3/31/2025)

MENLO OAKS CAPITAL ADV 2A (3/31/2025)

ANDERSEN CAPITAL MANAGEMENT, LLC (3/31/2025)

SZTROM WEALTH MANAGEMENT, LLC (3/31/2025)

BURNS-BLACKBURN GROUP, LLC (3/31/2025)

CAPITAL CITY FINANCIAL PARTNERS, LLC (3/31/2025)

SHIELDS CAPITAL ADVISORS (3/31/2025)

ARCHER BAY CAPITAL, LLC (3/31/2025)

ZIMMERMAN WEALTH ADVISORY GROUP, LLC (3/31/2025)

B&B STRATEGIC PARTNERS (3/31/2025)

CANDID FINANCIAL (3/31/2025)

MILITELLO WEALTH MANAGEMENT, LLC (3/31/2025)

REDEFINE WEALTH MANAGEMENT, LLC ADV 2A (3/31/2025)

LIENART FAMILY ASSET MANAGEMENT ADV 2A (3/31/2025)

SAND CREEK INVESTMENT PARTNERS, INC. ADV PART 2 (3/31/2025)

AUCTUM WEALTH MANAGEMENT, LLC ADV PART 2A (3/31/2025)

EVOQUE INVESTMENTS, INC. ADV 2A (3/31/2025)

SAWYER CAPITAL INVESTMENT ADVISORS PART 2A (3/31/2025)

NSPIRE WEALTH (3/31/2025)

MDK PRIVATE WEALTH MANAGEMENT (3/31/2025)

ALL SOURCE ADV PART 2A (3/31/2025)

SELECT WEALTH ADVISERS (3/31/2025)

SF-IAN (3/31/2025)

COPPER CREST ADVISORS, LLC (3/31/2025)

JC INVESTMENT MANAGEMENT (3/31/2025)

LATTICE WEALTH MANAGEMENT GROUP, INC. (3/31/2025)

LONGVIEW INVESTMENT ADVISORS (3/31/2025)

MOSAIC FINANCIAL ADVISORS (3/31/2025)

VINYARD ASSET MANAGEMENT (3/31/2025)

PARAGON WEALTH (3/31/2025)

FINANCIAL FOUNDATIONS INC (3/31/2025)

Regulatory assets under management

Total Number of Accounts	12,619
AUM (Assets Under Management)	$ 4,585,500,174

Red Flags

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Eric C. Meushaw

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Christopher Meushaw's CRS (Customer Relationship Summary).

Certified licenses

Experience

DFPG INVESTMENTS, LLC

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

ADVANTAGE CAPITAL CORPORATION

ADVANTAGE CAPITAL CORPORATION

Primary Firm SEC Registration

INTEGRATED ADVISORS NETWORK LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/10/2006

Series 63

Date: 8/14/2003

SIE

Date: 10/1/2018

Series 7

Date: 7/5/2005

Series 6

Date: 8/11/2003

FINRA

Current Firm

INTEGRATED ADVISORS NETWORK LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRATED ADVISORS NETWORK LLC

TRUST BUT VERIFY

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